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Institute for Wealth Management’s GE HealthCare GEHC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
2,724
-155
-5% -$11.5K 0.02% 539
2025
Q1
$232K Sell
2,879
-154
-5% -$12.4K 0.03% 477
2024
Q4
$237K Sell
3,033
-143
-5% -$11.2K 0.03% 453
2024
Q3
$298K Sell
3,176
-48
-1% -$4.51K 0.04% 415
2024
Q2
$251K Sell
3,224
-134
-4% -$10.4K 0.03% 426
2024
Q1
$305K Buy
3,358
+1
+0% +$91 0.04% 381
2023
Q4
$260K Sell
3,357
-134
-4% -$10.4K 0.04% 397
2023
Q3
$238K Sell
3,491
-20
-0.6% -$1.36K 0.04% 390
2023
Q2
$285K Sell
3,511
-220
-6% -$17.9K 0.05% 365
2023
Q1
$306K Buy
+3,731
New +$306K 0.06% 341