EWM
Empirical Wealth Management’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
21,678
+2,547
| +13% | +$228K | 0.04% | 232 |
|
|
2025
Q1 | $1.45M | Buy |
+19,131
| New | +$1.45M | 0.04% | 253 |
|
|
2022
Q2 | – | Sell |
-2,641
| Closed | -$471K | – | 504 |
|
|
2022
Q1 | $471K | Buy |
2,641
+515
| +24% | +$91.8K | 0.02% | 339 |
|
|
2021
Q4 | $446K | Buy |
2,126
+70
| +3% | +$14.7K | 0.02% | 361 |
|
|
2021
Q3 | $397K | Sell |
2,056
-960
| -32% | -$185K | 0.02% | 339 |
|
|
2021
Q2 | $530K | Buy |
3,016
+620
| +26% | +$109K | 0.03% | 293 |
|
|
2021
Q1 | $353K | Buy |
+2,396
| New | +$353K | 0.03% | 296 |
|