GW Henssler & Associates’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-10,542
| Closed | -$15K | – | 211 |
|
2024
Q4 | $15K | Hold |
10,542
| – | – | ﹤0.01% | 185 |
|
2024
Q3 | $15K | Hold |
10,542
| – | – | ﹤0.01% | 190 |
|
2024
Q2 | $14.2K | Hold |
10,542
| – | – | ﹤0.01% | 169 |
|
2024
Q1 | $8.09K | Buy |
+10,542
| New | +$8.09K | ﹤0.01% | 173 |
|
2023
Q4 | – | Sell |
-10,933
| Closed | -$10.3K | – | 210 |
|
2023
Q3 | $10.3K | Hold |
10,933
| – | – | ﹤0.01% | 206 |
|
2023
Q2 | $19.1K | Hold |
10,933
| – | – | ﹤0.01% | 206 |
|
2023
Q1 | $15.5K | Hold |
10,933
| – | – | ﹤0.01% | 220 |
|
2022
Q4 | $17.5K | Hold |
10,933
| – | – | ﹤0.01% | 215 |
|
2022
Q3 | $21K | Buy |
+10,933
| New | +$21K | ﹤0.01% | 209 |
|
2022
Q1 | – | Sell |
-11,773
| Closed | -$53K | – | 236 |
|
2021
Q4 | $53K | Hold |
11,773
| – | – | ﹤0.01% | 229 |
|
2021
Q3 | $97K | Buy |
+11,773
| New | +$97K | 0.01% | 106 |
|