EP Wealth Advisors’s Boston Scientific BSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Sell |
35,146
-457
| -1% | -$49.1K | 0.02% | 303 |
|
|
2025
Q1 | $3.59M | Buy |
35,603
+16,149
| +83% | +$1.63M | 0.03% | 265 |
|
|
2024
Q4 | $1.74M | Buy |
19,454
+3,513
| +22% | +$314K | 0.01% | 379 |
|
|
2024
Q3 | $1.34M | Buy |
15,941
+2,875
| +22% | +$241K | 0.01% | 434 |
|
|
2024
Q2 | $1.01M | Buy |
13,066
+514
| +4% | +$39.6K | 0.01% | 389 |
|
|
2024
Q1 | $860K | Buy |
12,552
+497
| +4% | +$34K | 0.01% | 403 |
|
|
2023
Q4 | $697K | Buy |
12,055
+3,804
| +46% | +$220K | 0.01% | 432 |
|
|
2023
Q3 | $436K | Sell |
8,251
-10,088
| -55% | -$533K | 0.01% | 479 |
|
|
2023
Q2 | $470K | Hold |
18,339
| – | – | 0.01% | 477 |
|
|
2023
Q1 | $1.4M | Buy |
18,339
+10,140
| +124% | +$776K | 0.02% | 263 |
|
|
2022
Q4 | $379K | Buy |
+8,199
| New | +$379K | 0.01% | 425 |
|
|
2022
Q3 | – | Sell |
-5,474
| Closed | -$204K | – | 373 |
|
|
2022
Q2 | $204K | Buy |
+5,474
| New | +$204K | ﹤0.01% | 567 |
|