SSWM
Sheets Smith Wealth Management’s Chart Industries GTLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
12,372
+596
| +5% | +$98.1K | 0.24% | 90 |
|
|
2025
Q1 | $1.7M | Buy |
11,776
+164
| +1% | +$23.7K | 0.21% | 108 |
|
|
2024
Q4 | $2.22M | Buy |
11,612
+3,223
| +38% | +$615K | 0.27% | 89 |
|
|
2024
Q3 | $1.04M | Buy |
8,389
+457
| +6% | +$56.7K | 0.13% | 154 |
|
|
2024
Q2 | $1.14M | Buy |
7,932
+160
| +2% | +$23.1K | 0.14% | 150 |
|
|
2024
Q1 | $1.28M | Sell |
7,772
-306
| -4% | -$50.4K | 0.14% | 142 |
|
|
2023
Q4 | $1.1M | Buy |
8,078
+254
| +3% | +$34.6K | 0.16% | 130 |
|
|
2023
Q3 | $1.32M | Buy |
7,824
+116
| +2% | +$19.6K | 0.2% | 110 |
|
|
2023
Q2 | $1.23M | Buy |
7,708
+1,504
| +24% | +$240K | 0.18% | 118 |
|
|
2023
Q1 | $778K | Buy |
6,204
+1,067
| +21% | +$134K | 0.12% | 157 |
|
|
2022
Q4 | $592K | Sell |
5,137
-2,566
| -33% | -$296K | 0.09% | 179 |
|
|
2022
Q3 | $1.42M | Buy |
7,703
+1,823
| +31% | +$336K | 0.24% | 101 |
|
|
2022
Q2 | $984K | Hold |
5,880
| – | – | 0.16% | 128 |
|
|
2022
Q1 | $1.01M | Sell |
5,880
-1,087
| -16% | -$187K | 0.14% | 140 |
|
|
2021
Q4 | $1.11M | Buy |
6,967
+18
| +0.3% | +$2.87K | 0.14% | 143 |
|
|
2021
Q3 | $1.33M | Sell |
6,949
-90
| -1% | -$17.2K | 0.18% | 127 |
|
|
2021
Q2 | $1.03M | Hold |
7,039
| – | – | 0.14% | 146 |
|
|
2021
Q1 | $1M | Hold |
7,039
| – | – | 0.15% | 143 |
|
|
2020
Q4 | $829K | Buy |
7,039
+373
| +6% | +$43.9K | 0.13% | 151 |
|
|
2020
Q3 | $468K | Hold |
6,666
| – | – | 0.08% | 188 |
|
|
2020
Q2 | $323K | Buy |
+6,666
| New | +$323K | 0.06% | 199 |
|
|
2020
Q1 | – | Sell |
-4,476
| Closed | -$302K | – | 296 |
|
|
2019
Q4 | $302K | Sell |
4,476
-210
| -4% | -$14.2K | 0.06% | 266 |
|
|
2019
Q3 | $292K | Sell |
4,686
-8,096
| -63% | -$504K | 0.06% | 253 |
|
|
2019
Q2 | $983K | Sell |
12,782
-7
| -0.1% | -$538 | 0.2% | 124 |
|
|
2019
Q1 | $1.16M | Sell |
12,789
-912
| -7% | -$82.6K | 0.25% | 104 |
|
|
2018
Q4 | $891K | Sell |
13,701
-193
| -1% | -$12.6K | 0.24% | 106 |
|
|
2018
Q3 | $1.09M | Buy |
13,894
+137
| +1% | +$10.7K | 0.23% | 110 |
|
|
2018
Q2 | $849K | Buy |
13,757
+8,592
| +166% | +$530K | 0.2% | 125 |
|
|
2018
Q1 | $305K | Buy |
5,165
+70
| +1% | +$4.13K | 0.07% | 257 |
|
|
2017
Q4 | $239K | Buy |
+5,095
| New | +$239K | 0.06% | 295 |
|
|
2014
Q3 | – | Sell |
-5,511
| Closed | -$456K | – | 267 |
|
|
2014
Q2 | $456K | Buy |
+5,511
| New | +$456K | 0.12% | 182 |
|
|
2013
Q4 | – | Sell |
-7,075
| Closed | -$871K | – | 267 |
|
|
2013
Q3 | $871K | Buy |
7,075
+331
| +5% | +$40.7K | 0.28% | 96 |
|
|
2013
Q2 | $635K | Buy |
+6,744
| New | +$635K | 0.22% | 129 |
|