Linscomb Wealth’s iShares S&P 100 ETF OEF Stock Holding History

Linscomb Wealth’s Portfolio OEF Stock Details OEF Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.01M	Buy
2023 Q1	–	Sell
2022 Q4	$517K	Buy
2022 Q2	–	Sell
2022 Q1	$630K	Hold
2021 Q4	$662K	Hold
2021 Q3	$597K	Sell
2021 Q2	$658K	Hold
2021 Q1	$603K	Hold
2020 Q4	$575K	Buy
2020 Q3	$471K	Hold
2020 Q2	$431K	Hold
2020 Q1	$359K	Hold
2019 Q4	$436K	Sell
2019 Q3	$492K	Buy
2019 Q2	$392K	Hold
2019 Q1	$379K	Hold
2018 Q4	$337K	Hold
2018 Q3	$392K	Hold
2018 Q2	$362K	Hold
2018 Q1	$351K	Hold
2017 Q4	$359K	Hold
2017 Q3	$336K	Hold
2017 Q2	$323K	Hold
2017 Q1	$317K	Hold
2016 Q4	$300K	Hold
2016 Q3	$290K	Hold
2016 Q2	$281K	Hold
2016 Q1	$276K	Sell
2015 Q4	$315K	Hold
2015 Q3	$293K	Hold
2015 Q2	$314K	Sell
2015 Q1	$323K	Buy
2014 Q4	$326K	Hold
2014 Q3	$315K	Hold
2014 Q2	$310K	Buy
2014 Q1	$296K	Buy