Exencial 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
$13.1M Sell
176,329
-7,998
-4% -$592K 0.46% 62
2025
Q1
$14.9M Sell
184,327
-467
-0.3% -$37.7K 0.55% 53
2024
Q4
$14.4M Sell
184,794
-4,137
-2% -$323K 0.53% 56
2024
Q3
$17.7M Sell
188,931
-61,487
-25% -$5.77M 0.64% 47
2024
Q2
$19.5M Sell
250,418
-18,039
-7% -$1.41M 0.73% 33
2024
Q1
$24.4M Buy
268,457
+5,766
+2% +$524K 0.91% 20
2023
Q4
$20.3M Buy
262,691
+68,303
+35% +$5.28M 0.83% 24
2023
Q3
$13.2M Sell
194,388
-5,628
-3% -$383K 0.64% 51
2023
Q2
$16.2M Buy
200,016
+56,837
+40% +$4.62M 0.75% 39
2023
Q1
$11.7M Buy
+143,179
New +$11.7M 0.61% 54