WFG
Wills Financial Group’s GE HealthCare GEHC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.6M | Sell |
62,145
-3,630
| -6% | -$269K | 2% | 19 |
|
2025
Q1 | $5.31M | Buy |
65,775
+4,336
| +7% | +$350K | 2.35% | 16 |
|
2024
Q4 | $4.8M | Buy |
61,439
+2,700
| +5% | +$211K | 2.07% | 16 |
|
2024
Q3 | $5.51M | Sell |
58,739
-41
| -0.1% | -$3.85K | 2.31% | 16 |
|
2024
Q2 | $4.58M | Buy |
58,780
+1,738
| +3% | +$135K | 2.11% | 17 |
|
2024
Q1 | $5.19M | Buy |
57,042
+710
| +1% | +$64.5K | 2.44% | 15 |
|
2023
Q4 | $4.36M | Buy |
56,332
+19,555
| +53% | +$1.51M | 2.2% | 17 |
|
2023
Q3 | $2.5M | Buy |
+36,777
| New | +$2.5M | 1.35% | 24 |
|