EWM
Empirical Wealth Management’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Buy |
5,830
+1,645
| +39% | +$148K | 0.01% | 412 |
|
|
2025
Q1 | $325K | Sell |
4,185
-1,004
| -19% | -$77.9K | 0.01% | 496 |
|
|
2024
Q4 | $428K | Buy |
5,189
+1,029
| +25% | +$84.9K | 0.01% | 416 |
|
|
2024
Q3 | $288K | Hold |
4,160
| – | – | 0.01% | 469 |
|
|
2024
Q2 | $269K | Buy |
4,160
+42
| +1% | +$2.72K | 0.01% | 473 |
|
|
2024
Q1 | $296K | Buy |
4,118
+31
| +0.8% | +$2.23K | 0.01% | 442 |
|
|
2023
Q4 | $260K | Hold |
4,087
| – | – | 0.01% | 424 |
|
|
2023
Q3 | $246K | Buy |
+4,087
| New | +$246K | 0.01% | 408 |
|