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EP Wealth Advisors’s Allison Transmission ALSN Stock Holding History

EP Wealth Advisors’s Portfolio ALSN Stock Details ALSN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$461K Buy
4,853
+686
+16% +$65.2K ﹤0.01% 807
2025
Q1 		$399K Buy
4,167
+344
+9% +$32.9K ﹤0.01% 790
2024
Q4 		$413K Buy
3,823
+316
+9% +$34.1K ﹤0.01% 753
2024
Q3 		$337K Buy
+3,507
New +$337K ﹤0.01% 813