EP Wealth Advisors’s Archer Aviation ACHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
23,044
+3,282
| +17% | +$35.6K | ﹤0.01% | 1122 |
|
|
2025
Q1 | $141K | Buy |
19,762
+3,762
| +24% | +$26.7K | ﹤0.01% | 1200 |
|
|
2024
Q4 | $156K | Buy |
16,000
+1,000
| +7% | +$9.75K | ﹤0.01% | 1139 |
|
|
2024
Q3 | $45.5K | Buy |
15,000
+5,000
| +50% | +$15.2K | ﹤0.01% | 1164 |
|
|
2024
Q2 | $35.2K | Hold |
10,000
| – | – | ﹤0.01% | 841 |
|
|
2024
Q1 | $46.2K | Hold |
10,000
| – | – | ﹤0.01% | 819 |
|
|
2023
Q4 | $61.4K | Hold |
10,000
| – | – | ﹤0.01% | 800 |
|
|
2023
Q3 | $50.6K | Sell |
10,000
-44,044
| -81% | -$223K | ﹤0.01% | 738 |
|
|
2023
Q2 | $41.2K | Buy |
54,044
+44,044
| +440% | +$33.6K | ﹤0.01% | 677 |
|
|
2023
Q1 | $28.6K | Hold |
10,000
| – | – | ﹤0.01% | 613 |
|
|
2022
Q4 | $18.7K | Buy |
+10,000
| New | +$18.7K | ﹤0.01% | 616 |
|