Geller Advisors’s Loews L Stock Holding History

Geller Advisors’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$419K	Sell
2024 Q3	$450K	Sell
2024 Q2	$433K	Sell
2024 Q1	$473K	Sell
2023 Q4	$426K	Sell
2023 Q3	$594K	Buy
2023 Q2	$511K	Buy