Baker Tilly Wealth Management’s Labcorp LH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,883
Closed -$630K 356
2024
Q1
$630K Sell
2,883
-44
-2% -$9.61K 0.11% 201
2023
Q4
$665K Sell
2,927
-4
-0.1% -$909 0.11% 211
2023
Q3
$589K Buy
2,931
+279
+11% +$56.1K 0.1% 216
2023
Q2
$550K Sell
2,652
-701
-21% -$145K 0.06% 312
2023
Q1
$661K Sell
3,353
-468
-12% -$92.3K 0.07% 274
2022
Q4
$773K Sell
3,821
-182
-5% -$36.8K 0.1% 236
2022
Q3
$704K Hold
4,003
0.1% 225
2022
Q2
$806K Buy
4,003
+853
+27% +$172K 0.11% 211
2022
Q1
$713K Buy
3,150
+35
+1% +$7.92K 0.08% 255
2021
Q4
$841K Sell
3,115
-94
-3% -$25.4K 0.09% 243
2021
Q3
$776K Buy
3,209
+1,995
+164% +$482K 0.1% 211
2021
Q2
$288K Buy
1,214
+102
+9% +$24.2K 0.05% 407
2021
Q1
$244K Sell
1,112
-360
-24% -$79K 0.05% 411
2020
Q4
$257K Buy
+1,472
New +$257K 0.08% 274