EHWM
Eads & Heald Wealth Management’s Charles River Laboratories CRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,548
| Closed | -$233K | – | 137 |
|
|
2025
Q1 | $233K | Buy |
+1,548
| New | +$233K | 0.12% | 135 |
|
|
2024
Q4 | – | Sell |
-1,341
| Closed | -$264K | – | 137 |
|
|
2024
Q3 | $264K | Sell |
1,341
-437
| -25% | -$86K | 0.13% | 130 |
|
|
2024
Q2 | $367K | Sell |
1,778
-173
| -9% | -$35.7K | 0.18% | 116 |
|
|
2024
Q1 | $529K | Sell |
1,951
-122
| -6% | -$33.1K | 0.25% | 112 |
|
|
2023
Q4 | $490K | Sell |
2,073
-1,102
| -35% | -$260K | 0.24% | 113 |
|
|
2023
Q3 | $622K | Buy |
3,175
+547
| +21% | +$107K | 0.33% | 100 |
|
|
2023
Q2 | $553K | Buy |
2,628
+523
| +25% | +$110K | 0.27% | 109 |
|
|
2023
Q1 | $425K | Sell |
2,105
-746
| -26% | -$151K | 0.21% | 117 |
|
|
2022
Q4 | $621K | Buy |
+2,851
| New | +$621K | 0.32% | 103 |
|
|
2022
Q3 | – | Sell |
-1,335
| Closed | -$286K | – | 145 |
|
|
2022
Q2 | $286K | Buy |
+1,335
| New | +$286K | 0.15% | 131 |
|