Detalus Advisors’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 | $201K | Buy |
+9,420
| New | +$190K | 0.05% | 180 |
|
|
2025
Q3 | – | Sell |
-9,281
| Closed | -$217K | – | 178 |
|
|
2025
Q2 | $217K | Hold |
9,281
| – | – | 0.06% | 158 |
|
|
2025
Q1 | $290K | Hold |
9,281
| – | – | 0.09% | 124 |
|
|
2024
Q4 | $312K | Hold |
9,281
| – | – | 0.1% | 111 |
|
|
2024
Q3 | $337K | Hold |
9,281
| – | – | 0.11% | 106 |
|
|
2024
Q2 | $373K | Hold |
9,281
| – | – | 0.13% | 94 |
|
|
2024
Q1 | $359K | Hold |
9,281
| – | – | 0.13% | 95 |
|
|
2023
Q4 | $340K | Hold |
9,281
| – | – | 0.14% | 93 |
|
|
2023
Q3 | $343K | Hold |
9,281
| – | – | 0.16% | 86 |
|
|
2023
Q2 | $383K | Hold |
9,281
| – | – | 0.17% | 87 |
|
|
2023
Q1 | $394K | Hold |
9,281
| – | – | 0.19% | 89 |
|
|
2022
Q4 | $358K | Hold |
9,281
| – | – | 0.17% | 93 |
|
|
2022
Q3 | $347K | Hold |
9,281
| – | – | 0.21% | 85 |
|
|
2022
Q2 | $320K | Hold |
9,281
| – | – | 0.19% | 82 |
|
|
2022
Q1 | $340K | Hold |
9,281
| – | – | 0.18% | 79 |
|
|
2021
Q4 | $424K | Hold |
9,281
| – | – | 0.2% | 73 |
|
|
2021
Q3 | $337K | Hold |
9,281
| – | – | 0.17% | 86 |
|
|
2021
Q2 | $407K | Hold |
9,281
| – | – | 0.22% | 73 |
|
|
2021
Q1 | $368K | Hold |
9,281
| – | – | 0.22% | 77 |
|
|
2020
Q4 | $321K | Sell |
9,281
-134
| -1% | -$4.35K | 0.2% | 77 |
|
|
2020
Q3 | $262K | Buy |
9,415
+134
| +1% | +$3.97K | 0.19% | 75 |
|
|
2020
Q2 | $289K | Hold |
9,281
| – | – | 0.22% | 74 |
|
|
2020
Q1 | $223K | Hold |
9,281
| – | – | 0.21% | 73 |
|
|
2019
Q4 | $287K | Buy |
+9,281
| New | +$300K | 0.21% | 80 |
|
Other funds holding EPC
BIP
RCMNY
VPM
VCM