Carson Wealth (CWM LLC)’s Edgewell Personal Care EPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Sell |
250
-584
| -70% | -$14K | ﹤0.01% | 4524 |
|
|
2025
Q1 | $26K | Sell |
834
-168
| -17% | -$5.24K | ﹤0.01% | 3482 |
|
|
2024
Q4 | $34K | Buy |
1,002
+44
| +5% | +$1.49K | ﹤0.01% | 3077 |
|
|
2024
Q3 | $35K | Buy |
958
+5
| +0.5% | +$183 | ﹤0.01% | 2963 |
|
|
2024
Q2 | $38K | Buy |
953
+152
| +19% | +$6.06K | ﹤0.01% | 2652 |
|
|
2024
Q1 | $31K | Hold |
801
| – | – | ﹤0.01% | 2617 |
|
|
2023
Q4 | $29K | Buy |
801
+154
| +24% | +$5.58K | ﹤0.01% | 2530 |
|
|
2023
Q3 | $24K | Sell |
647
-123
| -16% | -$4.56K | ﹤0.01% | 2557 |
|
|
2023
Q2 | $32K | Sell |
770
-92
| -11% | -$3.82K | ﹤0.01% | 2309 |
|
|
2023
Q1 | $37K | Buy |
862
+101
| +13% | +$4.34K | ﹤0.01% | 2072 |
|
|
2022
Q4 | $29K | Buy |
761
+9
| +1% | +$343 | ﹤0.01% | 2100 |
|
|
2022
Q3 | $28K | Buy |
752
+45
| +6% | +$1.68K | ﹤0.01% | 2000 |
|
|
2022
Q2 | $24K | Sell |
707
-1,338
| -65% | -$45.4K | ﹤0.01% | 2003 |
|
|
2022
Q1 | $75K | Sell |
2,045
-930
| -31% | -$34.1K | ﹤0.01% | 1435 |
|
|
2021
Q4 | $136K | Buy |
+2,975
| New | +$136K | ﹤0.01% | 1180 |
|
|
2021
Q2 | $28K | Hold |
648
| – | – | ﹤0.01% | 1636 |
|
|
2021
Q1 | $28K | Hold |
648
| – | – | ﹤0.01% | 1636 |
|
|
2020
Q4 | $28K | Hold |
648
| – | – | ﹤0.01% | 1636 |
|
|
2020
Q3 | $28K | Hold |
648
| – | – | ﹤0.01% | 1636 |
|
|
2020
Q2 | $28K | Hold |
648
| – | – | ﹤0.01% | 1636 |
|
|
2020
Q1 | $28K | Hold |
648
| – | – | ﹤0.01% | 1636 |
|
|
2019
Q4 | $28K | Hold |
648
| – | – | ﹤0.01% | 1636 |
|
|
2019
Q3 | $28K | Hold |
648
| – | – | ﹤0.01% | 1636 |
|
|
2019
Q2 | $28K | Hold |
648
| – | – | ﹤0.01% | 1636 |
|
|
2019
Q1 | $28K | Buy |
+648
| New | +$28K | ﹤0.01% | 1636 |
|
|
2014
Q1 | – | Sell |
-125
| Closed | -$9K | – | 234 |
|
|
2013
Q4 | $9K | Buy |
125
+32
| +34% | +$2.3K | ﹤0.01% | 421 |
|
|
2013
Q3 | $6K | Buy |
+93
| New | +$6K | ﹤0.01% | 360 |
|