Linscomb Wealth’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.66M | Sell |
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2025
Q1 | $8.4M | Sell |
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2024
Q4 | $8.81M | Sell |
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2024
Q3 | $8.85M | Sell |
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2024
Q2 | $8.42M | Sell |
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2024
Q1 | $8.18M | Sell |
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2023
Q4 | $7.57M | Sell |
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2023
Q3 | $8.03M | Sell |
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2023
Q2 | $8.68M | Sell |
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2023
Q1 | $9.28M | Buy |
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2022
Q4 | $8.61M | Buy |
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2022
Q3 | $7.89M | Sell |
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2022
Q2 | $8.41M | Buy |
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2022
Q1 | $9.95M | Sell |
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2021
Q4 | $10.6M | Sell |
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2021
Q3 | $9.81M | Sell |
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2021
Q2 | $10.2M | Sell |
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2021
Q1 | $9.99M | Sell |
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2020
Q4 | $9.51M | Buy |
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2020
Q3 | $8.16M | Sell |
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2020
Q2 | $7.73M | Sell |
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2020
Q1 | $6.75M | Sell |
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2019
Q4 | $9.66M | Buy |
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2019
Q3 | $6.55M | Buy |
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2019
Q2 | $6.47M | Buy |
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2019
Q1 | $5.83M | Sell |
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2018
Q4 | $9.75M | Buy |
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2018
Q3 | $1.99M | Sell |
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2018
Q2 | $1.9M | Sell |
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2018
Q1 | $1.89M | Buy |
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2017
Q4 | $1.58M | Sell |
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2017
Q3 | $1.8M | Sell |
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2017
Q2 | $1.76M | Buy |
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2017
Q1 | $1.45M | Buy |
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2016
Q4 | $1.37M | Hold |
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2016
Q3 | $1.32M | Sell |
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2016
Q2 | $1.3M | Sell |
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2016
Q1 | $1.28M | Sell |
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2015
Q4 | $1.59M | Buy |
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2015
Q3 | $1.43M | Buy |
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2015
Q2 | $984K | Sell |
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2015
Q1 | $1.03M | Sell |
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2014
Q4 | $1.08M | Buy |
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2014
Q3 | $895K | Sell |
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2014
Q2 | $913K | Sell |
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2014
Q1 | $890K | Buy |
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2013
Q4 | $819K | Buy |
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2013
Q3 | $712K | Buy |
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2013
Q2 | $659K | Buy |
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