Exencial Wealth Advisors, LLC GE HEALTHCARE TECHNOLOGIES I Transaction History

Exencial Wealth Advisors, LLC

  • $2.63 Billion
  • Q1 2025
Number of Shares
184,327
Previous 184,794 0.25%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
N/A
-467 Reduced 0.25%
184,327 $0
Q4 2024

Feb 06, 2025
SELL
N/A
-4,137 Reduced 2.19%
184,794 $0
Q3 2024

Oct 31, 2024
SELL
N/A
-61,487 Reduced 24.55%
188,931 $0
Q2 2024

Aug 12, 2024
SELL
N/A
-18,039 Reduced 6.72%
250,418 $0
Q1 2024

May 10, 2024
BUY
N/A
5,766 Added 2.19%
268,457 $0
Q4 2023

Feb 13, 2024
BUY
N/A
68,303 Added 35.14%
262,691 $0
Q3 2023

Nov 08, 2023
SELL
N/A
-5,628 Reduced 2.81%
194,388 $0
Q2 2023

Aug 10, 2023
BUY
N/A
56,837 Added 39.7%
200,016 $0
Q1 2023

May 02, 2023
BUY
N/A
143,179 New
143,179 $0
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