EP Wealth Advisors’s GE HealthCare GEHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.34M | Buy |
18,076
+2,534
| +16% | +$188K | 0.01% | 506 |
|
2025
Q1 | $1.25M | Buy |
15,542
+7,377
| +90% | +$595K | 0.01% | 449 |
|
2024
Q4 | $638K | Sell |
8,165
-113
| -1% | -$8.83K | 0.01% | 616 |
|
2024
Q3 | $777K | Buy |
8,278
+1,691
| +26% | +$159K | 0.01% | 563 |
|
2024
Q2 | $513K | Buy |
6,587
+207
| +3% | +$16.1K | 0.01% | 527 |
|
2024
Q1 | $580K | Buy |
6,380
+956
| +18% | +$86.9K | 0.01% | 485 |
|
2023
Q4 | $419K | Sell |
5,424
-236
| -4% | -$18.2K | 0.01% | 526 |
|
2023
Q3 | $385K | Sell |
5,660
-37,349
| -87% | -$2.54M | 0.01% | 508 |
|
2023
Q2 | $450K | Buy |
43,009
+27,358
| +175% | +$286K | 0.01% | 488 |
|
2023
Q1 | $1.5M | Buy |
+15,651
| New | +$1.5M | 0.03% | 254 |
|