EWA
EP Wealth Advisors’s Aptiv APTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Sell |
5,764
-145
| -2% | -$9.89K | ﹤0.01% | 888 |
|
|
2025
Q1 | $352K | Sell |
5,909
-256
| -4% | -$15.2K | ﹤0.01% | 838 |
|
|
2024
Q4 | $373K | Sell |
6,165
-1,290
| -17% | -$78K | ﹤0.01% | 782 |
|
|
2024
Q3 | $537K | Buy |
+7,455
| New | +$537K | ﹤0.01% | 667 |
|
|
2020
Q1 | – | Sell |
-129,117
| Closed | -$12.3M | – | 368 |
|
|
2019
Q4 | $12.3M | Buy |
129,117
+4,625
| +4% | +$439K | 0.51% | 45 |
|
|
2019
Q3 | $10.9M | Buy |
124,492
+2,886
| +2% | +$252K | 0.54% | 46 |
|
|
2019
Q2 | $9.83M | Buy |
121,606
+2,199
| +2% | +$178K | 0.61% | 38 |
|
|
2019
Q1 | $9.49M | Buy |
119,407
+39,138
| +49% | +$3.11M | 0.91% | 34 |
|
|
2018
Q4 | $4.94M | Sell |
80,269
-37,868
| -32% | -$2.33M | 0.38% | 53 |
|
|
2018
Q3 | $9.91M | Buy |
118,137
+2,166
| +2% | +$182K | 0.77% | 37 |
|
|
2018
Q2 | $10.6M | Buy |
115,971
+9,587
| +9% | +$878K | 1% | 32 |
|
|
2018
Q1 | $9.04M | Buy |
+106,384
| New | +$9.04M | 0.87% | 35 |
|