True Wealth Design, LLC GE HEALTHCARE TECHNOLOGIES I Transaction History

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025
Number of Shares
52
Previous 84 38.1%
Holding current value
$3.84 Million
Previous $6.77 Million 43.25%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
N/A
-32 Reduced 38.1%
52 $3.84 Million
Q1 2025

May 13, 2025
BUY
N/A
12 Added 16.67%
84 $6.77 Million
Q4 2024

Feb 14, 2025
BUY
N/A
37 Added 105.71%
72 $5.62 Million
Q3 2024

Nov 14, 2024
SELL
N/A
-5 Reduced 12.5%
35 $3.29 Million
Q2 2024

Aug 14, 2024
BUY
N/A
17 Added 73.91%
40 $3.12 Million
Q1 2024

May 14, 2024
BUY
N/A
5 Added 27.78%
23 $2.09 Million
Q3 2023

Nov 13, 2023
BUY
N/A
4 Added 28.57%
18 $1.23 Million
Q2 2023

Aug 14, 2023
SELL
N/A
-24 Reduced 63.16%
14 $1.14 Million
Q1 2023

May 12, 2023
BUY
N/A
38 New
38 $3.12 Million
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