Institute for Wealth Management’s Labcorp LH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Hold
1,237
0.04% 410
2025
Q1
$288K Hold
1,237
0.04% 422
2024
Q4
$284K Sell
1,237
-22
-2% -$5.05K 0.04% 409
2024
Q3
$281K Sell
1,259
-35
-3% -$7.82K 0.04% 427
2024
Q2
$263K Sell
1,294
-29
-2% -$5.9K 0.04% 415
2024
Q1
$289K Hold
1,323
0.04% 396
2023
Q4
$301K Sell
1,323
-40
-3% -$9.09K 0.05% 366
2023
Q3
$274K Sell
1,363
-228
-14% -$45.8K 0.05% 363
2023
Q2
$330K Hold
1,591
0.06% 336
2023
Q1
$314K Hold
1,591
0.06% 332
2022
Q4
$322K Hold
1,591
0.07% 332
2022
Q3
$280K Hold
1,591
0.06% 351
2022
Q2
$320K Buy
1,591
+15
+1% +$3.02K 0.06% 373
2022
Q1
$357K Sell
1,576
-44
-3% -$9.97K 0.06% 367
2021
Q4
$437K Hold
1,620
0.07% 303
2021
Q3
$392K Hold
1,620
0.07% 315
2021
Q2
$384K Hold
1,620
0.07% 321
2021
Q1
$355K Sell
1,620
-4
-0.2% -$877 0.07% 326
2020
Q4
$284K Sell
1,624
-86
-5% -$15K 0.06% 355
2020
Q3
$277K Buy
1,710
+5
+0.3% +$810 0.06% 330
2020
Q2
$243K Buy
+1,705
New +$243K 0.06% 361
2020
Q1
Sell
-1,692
Closed -$246K 558
2019
Q4
$246K Hold
1,692
0.06% 383
2019
Q3
$244K Hold
1,692
0.06% 364
2019
Q2
$251K Hold
1,692
0.06% 390
2019
Q1
$222K Buy
+1,692
New +$222K 0.05% 394
2018
Q1
Sell
-1,603
Closed -$220K 334
2017
Q4
$220K Buy
+1,603
New +$220K 0.05% 345
2017
Q3
Sell
-1,644
Closed -$220K 323
2017
Q2
$220K Buy
+1,644
New +$220K 0.06% 360