Creative Planning’s Edgewell Personal Care EPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
11,858
-804
| -6% | -$18.8K | ﹤0.01% | 2954 |
|
|
2025
Q1 | $395K | Buy |
12,662
+2,839
| +29% | +$88.6K | ﹤0.01% | 2502 |
|
|
2024
Q4 | $330K | Buy |
9,823
+3,439
| +54% | +$116K | ﹤0.01% | 2569 |
|
|
2024
Q3 | $232K | Sell |
6,384
-453
| -7% | -$16.5K | ﹤0.01% | 2725 |
|
|
2024
Q2 | $275K | Buy |
6,837
+116
| +2% | +$4.66K | ﹤0.01% | 2420 |
|
|
2024
Q1 | $260K | Buy |
6,721
+1,176
| +21% | +$45.4K | ﹤0.01% | 2356 |
|
|
2023
Q4 | $203K | Buy |
+5,545
| New | +$203K | ﹤0.01% | 2414 |
|
|
2023
Q2 | – | Sell |
-19
| Closed | -$806 | – | 2585 |
|
|
2023
Q1 | $806 | Buy |
+19
| New | +$806 | ﹤0.01% | 2464 |
|
|
2017
Q3 | – | Sell |
-2,007
| Closed | -$153K | – | 2362 |
|
|
2017
Q2 | $153K | Buy |
2,007
+18
| +0.9% | +$1.37K | ﹤0.01% | 1667 |
|
|
2017
Q1 | $145K | Buy |
1,989
+7
| +0.4% | +$510 | ﹤0.01% | 1699 |
|
|
2016
Q4 | $145K | Buy |
1,982
+33
| +2% | +$2.41K | ﹤0.01% | 1594 |
|
|
2016
Q3 | $155K | Buy |
1,949
+11
| +0.6% | +$875 | ﹤0.01% | 1548 |
|
|
2016
Q2 | $164K | Buy |
1,938
+230
| +13% | +$19.5K | ﹤0.01% | 1348 |
|
|
2016
Q1 | $138K | Sell |
1,708
-393
| -19% | -$31.8K | ﹤0.01% | 1427 |
|
|
2015
Q4 | $165K | Hold |
2,101
| – | – | ﹤0.01% | 1310 |
|
|
2015
Q3 | $171K | Buy |
+2,101
| New | +$171K | ﹤0.01% | 1272 |
|
|
2015
Q2 | – | Sell |
-2,403
| Closed | -$246K | – | 1587 |
|
|
2015
Q1 | $246K | Buy |
2,403
+183
| +8% | +$18.7K | ﹤0.01% | 1080 |
|
|
2014
Q4 | $212K | Buy |
2,220
+229
| +12% | +$21.9K | ﹤0.01% | 1104 |
|
|
2014
Q3 | $182K | Sell |
1,991
-495
| -20% | -$45.2K | ﹤0.01% | 1108 |
|
|
2014
Q2 | $225K | Buy |
2,486
+1,175
| +90% | +$106K | ﹤0.01% | 961 |
|
|
2014
Q1 | $98K | Sell |
1,311
-1,782
| -58% | -$133K | ﹤0.01% | 1407 |
|
|
2013
Q4 | $248K | Buy |
3,093
+121
| +4% | +$9.7K | ﹤0.01% | 763 |
|
|
2013
Q3 | $201K | Buy |
2,972
+1,825
| +159% | +$123K | ﹤0.01% | 764 |
|
|
2013
Q2 | $85K | Buy |
+1,147
| New | +$85K | ﹤0.01% | 1075 |
|