TTWM
TCV Trust & Wealth Management’s Lincoln National LNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Hold |
6,890
| – | – | 0.02% | 194 |
|
|
2025
Q1 | $247K | Buy |
+6,890
| New | +$247K | 0.02% | 185 |
|
|
2019
Q2 | – | Sell |
-6,950
| Closed | -$407K | – | 202 |
|
|
2019
Q1 | $407K | Sell |
6,950
-419
| -6% | -$24.5K | 0.05% | 149 |
|
|
2018
Q4 | $378K | Sell |
7,369
-250
| -3% | -$12.8K | 0.06% | 154 |
|
|
2018
Q3 | $515K | Hold |
7,619
| – | – | 0.07% | 139 |
|
|
2018
Q2 | $474K | Sell |
7,619
-3,425
| -31% | -$213K | 0.07% | 141 |
|
|
2018
Q1 | $807K | Hold |
11,044
| – | – | 0.12% | 108 |
|
|
2017
Q4 | $849K | Hold |
11,044
| – | – | 0.12% | 109 |
|
|
2017
Q3 | $812K | Buy |
11,044
+419
| +4% | +$30.8K | 0.12% | 105 |
|
|
2017
Q2 | $718K | Sell |
10,625
-1,100
| -9% | -$74.3K | 0.11% | 112 |
|
|
2017
Q1 | $767K | Buy |
+11,725
| New | +$767K | 0.12% | 110 |
|