EWM
Empirical Wealth Management’s Molina Healthcare MOH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,517
| Closed | -$1.31M | – | 688 |
|
|
2024
Q4 | $1.31M | Buy |
4,517
+715
| +19% | +$208K | 0.04% | 246 |
|
|
2024
Q3 | $1.31M | Buy |
3,802
+554
| +17% | +$191K | 0.04% | 237 |
|
|
2024
Q2 | $966K | Buy |
3,248
+284
| +10% | +$84.4K | 0.03% | 265 |
|
|
2024
Q1 | $1.22M | Buy |
+2,964
| New | +$1.22M | 0.04% | 238 |
|
|
2023
Q2 | – | Sell |
-2,777
| Closed | -$743K | – | 489 |
|
|
2023
Q1 | $743K | Buy |
2,777
+469
| +20% | +$125K | 0.03% | 264 |
|
|
2022
Q4 | $762K | Buy |
2,308
+145
| +7% | +$47.9K | 0.04% | 248 |
|
|
2022
Q3 | $713K | Buy |
2,163
+616
| +40% | +$203K | 0.04% | 238 |
|
|
2022
Q2 | $433K | Buy |
+1,547
| New | +$433K | 0.02% | 323 |
|
|
2021
Q3 | – | Sell |
-862
| Closed | -$218K | – | 471 |
|
|
2021
Q2 | $218K | Buy |
+862
| New | +$218K | 0.01% | 415 |
|
|
2017
Q1 | – | Sell |
-6,605
| Closed | -$358K | – | 135 |
|
|
2016
Q4 | $358K | Hold |
6,605
| – | – | 0.09% | 90 |
|
|
2016
Q3 | $385K | Buy |
+6,605
| New | +$385K | 0.1% | 81 |
|