Creative Planning’s Edgewell Personal Care EPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.44M | Buy |
207,876
+117,337
| +130% | +$2.36M | ﹤0.01% | 1298 |
|
|
2025
Q4 | $1.54M | Buy |
90,539
+54,193
| +149% | +$1M | ﹤0.01% | 1930 |
|
|
2025
Q3 | $740K | Buy |
36,346
+24,488
| +207% | +$575K | ﹤0.01% | 2393 |
|
|
2025
Q2 | $278K | Sell |
11,858
-804
| -6% | -$22.3K | ﹤0.01% | 2963 |
|
|
2025
Q1 | $395K | Buy |
12,662
+2,839
| +29% | +$89.3K | ﹤0.01% | 2508 |
|
|
2024
Q4 | $330K | Buy |
9,823
+3,439
| +54% | +$121K | ﹤0.01% | 2577 |
|
|
2024
Q3 | $232K | Sell |
6,384
-453
| -7% | -$17.5K | ﹤0.01% | 2725 |
|
|
2024
Q2 | $275K | Buy |
6,837
+116
| +2% | +$4.44K | ﹤0.01% | 2431 |
|
|
2024
Q1 | $260K | Buy |
6,721
+1,176
| +21% | +$44.4K | ﹤0.01% | 2366 |
|
|
2023
Q4 | $203K | Buy |
+5,545
| New | +$196K | ﹤0.01% | 2422 |
|
|
2023
Q2 | – | Sell |
-19
| Closed | -$806 | – | 2706 |
|
|
2023
Q1 | $806 | Buy |
+19
| New | +$796 | ﹤0.01% | 2551 |
|
|
2017
Q3 | – | Sell |
-2,007
| Closed | -$153K | – | 2418 |
|
|
2017
Q2 | $153K | Buy |
2,007
+18
| +0.9% | +$1.32K | ﹤0.01% | 1679 |
|
|
2017
Q1 | $145K | Buy |
1,989
+7
| +0.4% | +$533 | ﹤0.01% | 1709 |
|
|
2016
Q4 | $145K | Buy |
1,982
+33
| +2% | +$2.55K | ﹤0.01% | 1605 |
|
|
2016
Q3 | $155K | Buy |
1,949
+11
| +0.6% | +$887 | ﹤0.01% | 1556 |
|
|
2016
Q2 | $164K | Buy |
1,938
+230
| +13% | +$18.6K | ﹤0.01% | 1354 |
|
|
2016
Q1 | $138K | Sell |
1,708
-393
| -19% | -$30.1K | ﹤0.01% | 1432 |
|
|
2015
Q4 | $165K | Hold |
2,101
| – | – | ﹤0.01% | 1320 |
|
|
2015
Q3 | $171K | Buy |
+2,101
| New | +$190K | ﹤0.01% | 1279 |
|
|
2015
Q2 | – | Sell |
-2,403
| Closed | -$246K | – | 1655 |
|
|
2015
Q1 | $246K | Buy |
2,403
+183
| +8% | +$18.1K | ﹤0.01% | 1085 |
|
|
2014
Q4 | $212K | Buy |
2,220
+229
| +12% | +$21.1K | ﹤0.01% | 1108 |
|
|
2014
Q3 | $182K | Sell |
1,991
-495
| -20% | -$44.3K | ﹤0.01% | 1109 |
|
|
2014
Q2 | $225K | Buy |
2,486
+1,175
| +90% | +$96.6K | ﹤0.01% | 964 |
|
|
2014
Q1 | $98K | Sell |
1,311
-1,782
| -58% | -$130K | ﹤0.01% | 1411 |
|
|
2013
Q4 | $248K | Buy |
3,093
+121
| +4% | +$9.21K | ﹤0.01% | 763 |
|
|
2013
Q3 | $201K | Buy |
2,972
+1,825
| +159% | +$135K | ﹤0.01% | 764 |
|
|
2013
Q2 | $85K | Buy |
+1,147
| New | +$83.4K | ﹤0.01% | 1075 |
|
Other funds holding EPC
BIP
RCMNY
VPM
VCM
