Cerity Partners’s Enerpac Tool Group EPAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.98M | Buy |
196,817
+11,994
| +6% | +$486K | 0.01% | 618 |
|
|
2025
Q1 | $8.29M | Sell |
184,823
-18,063
| -9% | -$810K | 0.02% | 549 |
|
|
2024
Q4 | $8.34M | Buy |
+202,886
| New | +$8.34M | 0.02% | 545 |
|
|
2023
Q3 | – | Sell |
-15,403
| Closed | -$416K | – | 1481 |
|
|
2023
Q2 | $416K | Buy |
15,403
+3,721
| +32% | +$100K | ﹤0.01% | 1257 |
|
|
2023
Q1 | $299K | Buy |
11,682
+2,591
| +29% | +$66.2K | ﹤0.01% | 1530 |
|
|
2022
Q4 | $231K | Sell |
9,091
-5,773
| -39% | -$147K | ﹤0.01% | 1257 |
|
|
2022
Q3 | $265K | Sell |
14,864
-479
| -3% | -$8.54K | ﹤0.01% | 950 |
|
|
2022
Q2 | $291K | Buy |
15,343
+1,088
| +8% | +$20.6K | ﹤0.01% | 915 |
|
|
2022
Q1 | $312K | Buy |
+14,255
| New | +$312K | ﹤0.01% | 714 |
|