BWFA
Baltimore-Washington Financial Advisors’s Labcorp LH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
813
-101
| -11% | -$26.5K | 0.01% | 163 |
|
|
2025
Q1 | $213K | Sell |
914
-20,742
| -96% | -$4.83M | 0.01% | 147 |
|
|
2024
Q4 | $4.97M | Sell |
21,656
-1,021
| -5% | -$234K | 0.26% | 77 |
|
|
2024
Q3 | $5.07M | Sell |
22,677
-719
| -3% | -$161K | 0.27% | 74 |
|
|
2024
Q2 | $4.76M | Sell |
23,396
-1,030
| -4% | -$210K | 0.28% | 75 |
|
|
2024
Q1 | $5.34M | Sell |
24,426
-39,268
| -62% | -$8.58M | 0.33% | 76 |
|
|
2023
Q4 | $14.5M | Buy |
63,694
+2,629
| +4% | +$598K | 1% | 36 |
|
|
2023
Q3 | $12.3M | Buy |
61,065
+253
| +0.4% | +$50.9K | 0.99% | 40 |
|
|
2023
Q2 | $14.7M | Sell |
60,812
-13,324
| -18% | -$3.22M | 1.17% | 29 |
|
|
2023
Q1 | $17M | Sell |
74,136
-828
| -1% | -$190K | 1.5% | 23 |
|
|
2022
Q4 | $17.7M | Sell |
74,964
-160
| -0.2% | -$37.7K | 1.73% | 18 |
|
|
2022
Q3 | $15.5M | Buy |
75,124
+781
| +1% | +$161K | 1.3% | 26 |
|
|
2022
Q2 | $17.4M | Buy |
74,343
+5,276
| +8% | +$1.24M | 1.86% | 16 |
|
|
2022
Q1 | $17.6M | Sell |
69,067
-4,499
| -6% | -$1.15M | 1.72% | 15 |
|
|
2021
Q4 | $23.1M | Buy |
73,566
+2,133
| +3% | +$670K | 1.87% | 11 |
|
|
2021
Q3 | $20.1M | Buy |
71,433
+1,713
| +2% | +$482K | 1.77% | 13 |
|
|
2021
Q2 | $19.2M | Buy |
69,720
+568
| +0.8% | +$157K | 1.79% | 14 |
|
|
2021
Q1 | $17.6M | Buy |
69,152
+968
| +1% | +$247K | 1.8% | 15 |
|
|
2020
Q4 | $13.9M | Buy |
68,184
+2,427
| +4% | +$494K | 1.51% | 24 |
|
|
2020
Q3 | $12.4M | Buy |
65,757
+1,423
| +2% | +$268K | 1.6% | 20 |
|
|
2020
Q2 | $10.7M | Buy |
64,334
+575
| +0.9% | +$95.5K | 1.47% | 24 |
|
|
2020
Q1 | $8.06M | Buy |
63,759
+500
| +0.8% | +$63.2K | 1.45% | 28 |
|
|
2019
Q4 | $10.7M | Buy |
63,259
+2,462
| +4% | +$416K | 1.57% | 24 |
|
|
2019
Q3 | $10.2M | Buy |
60,797
+11
| +0% | +$1.85K | 1.68% | 19 |
|
|
2019
Q2 | $10.5M | Buy |
60,786
+500
| +0.8% | +$86.5K | 1.77% | 16 |
|
|
2019
Q1 | $9.22M | Buy |
60,286
+2,264
| +4% | +$346K | 1.61% | 24 |
|
|
2018
Q4 | $7.33M | Buy |
58,022
+585
| +1% | +$73.9K | 1.52% | 34 |
|
|
2018
Q3 | $9.98M | Buy |
57,437
+3,336
| +6% | +$579K | 1.8% | 19 |
|
|
2018
Q2 | $9.71M | Buy |
54,101
+3,728
| +7% | +$669K | 1.93% | 15 |
|
|
2018
Q1 | $8.15M | Buy |
50,373
+1,432
| +3% | +$232K | 1.78% | 25 |
|
|
2017
Q4 | $7.81M | Buy |
48,941
+610
| +1% | +$97.3K | 1.64% | 26 |
|
|
2017
Q3 | $7.3M | Buy |
48,331
+2,366
| +5% | +$357K | 1.66% | 27 |
|
|
2017
Q2 | $7.09M | Buy |
45,965
+6,335
| +16% | +$976K | 1.7% | 29 |
|
|
2017
Q1 | $5.69M | Buy |
39,630
+1,295
| +3% | +$186K | 1.45% | 33 |
|
|
2016
Q4 | $4.92M | Buy |
38,335
+415
| +1% | +$53.3K | 1.35% | 34 |
|
|
2016
Q3 | $5.21M | Sell |
37,920
-775
| -2% | -$107K | 1.48% | 33 |
|
|
2016
Q2 | $5.04M | Buy |
38,695
+170
| +0.4% | +$22.1K | 1.5% | 34 |
|
|
2016
Q1 | $4.51M | Buy |
38,525
+3,687
| +11% | +$432K | 1.37% | 34 |
|
|
2015
Q4 | $4.31M | Buy |
34,838
+1,046
| +3% | +$129K | 1.35% | 30 |
|
|
2015
Q3 | $3.67M | Buy |
33,792
+25
| +0.1% | +$2.71K | 1.16% | 40 |
|
|
2015
Q2 | $4.09M | Buy |
33,767
+700
| +2% | +$84.8K | 1.22% | 40 |
|
|
2015
Q1 | $4.17M | Sell |
33,067
-751
| -2% | -$94.7K | 1.21% | 36 |
|
|
2014
Q4 | $3.65M | Buy |
33,818
+1,823
| +6% | +$197K | 1.08% | 39 |
|
|
2014
Q3 | $3.26M | Buy |
31,995
+895
| +3% | +$91.1K | 1.04% | 43 |
|
|
2014
Q2 | $3.19M | Buy |
31,100
+240
| +0.8% | +$24.6K | 0.99% | 43 |
|
|
2014
Q1 | $3.03M | Buy |
30,860
+3,867
| +14% | +$380K | 1.03% | 45 |
|
|
2013
Q4 | $2.47M | Buy |
26,993
+233
| +0.9% | +$21.3K | 0.83% | 55 |
|
|
2013
Q3 | $2.65M | Buy |
26,760
+540
| +2% | +$53.5K | 1.05% | 44 |
|
|
2013
Q2 | $2.63M | Buy |
+26,220
| New | +$2.63M | 1.14% | 45 |
|