Summit Trail Advisors’s GE HealthCare GEHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Buy |
11,721
+4,987
| +74% | +$369K | 0.01% | 534 |
|
|
2025
Q1 | $544K | Buy |
6,734
+800
| +13% | +$64.6K | 0.02% | 244 |
|
|
2024
Q4 | $464K | Buy |
5,934
+1,036
| +21% | +$81K | 0.02% | 231 |
|
|
2024
Q3 | $460K | Buy |
4,898
+638
| +15% | +$59.9K | 0.01% | 416 |
|
|
2024
Q2 | $332K | Buy |
4,260
+851
| +25% | +$66.3K | 0.01% | 459 |
|
|
2024
Q1 | $310K | Buy |
+3,409
| New | +$310K | 0.01% | 448 |
|
|
2023
Q3 | – | Sell |
-2,668
| Closed | -$217K | – | 557 |
|
|
2023
Q2 | $217K | Buy |
+2,668
| New | +$217K | 0.01% | 466 |
|