LWM Advisory Services’s Service Corp International SCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$438K	Sell	5,303 -11	-0.2%	-$888	0.47%	47
2025 Q4	$414K	Sell	5,314 -6	-0.1%	-$480	0.24%	58
2025 Q3	$443K	Hold	5,320	–	–	0.26%	63
2025 Q2	$433K	Sell	5,320 -13	-0.2%	-$1.01K	0.3%	62
2025 Q1	$428K	Hold	5,333	–	–	0.3%	64
2024 Q4	$426K	Sell	5,333 -259	-5%	-$21.2K	0.3%	58
2024 Q3	$441K	Sell	5,592 -794	-12%	-$60.4K	0.33%	60
2024 Q2	$454K	Sell	6,386 -186	-3%	-$13.2K	0.38%	46
2024 Q1	$488K	Buy	6,572 +14	+0.2%	+$988	0.39%	47
2023 Q4	$449K	Sell	6,558 -226	-3%	-$13.6K	0.39%	50
2023 Q3	$388K	Buy	6,784 +1,083	+19%	+$68.4K	0.42%	47
2023 Q2	$368K	Hold	5,701	–	–	0.39%	48
2023 Q1	$392K	Buy	5,701 +226	+4%	+$15.6K	0.42%	48
2022 Q4	$379K	Sell	5,475 -3,541	-39%	-$236K	0.42%	48
2022 Q3	$521K	Buy	9,016 +4,101	+83%	+$270K	0.59%	51
2022 Q2	$340K	Buy	4,915 +84	+2%	+$5.74K	0.41%	73
2022 Q1	$318K	Buy	4,831 +9	+0.2%	+$567	0.4%	78
2021 Q4	$342K	Buy	+4,822	New	+$320K	0.42%	72