EWA
EP Wealth Advisors’s Credit Acceptance CACC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-421
| Closed | -$217K | – | 1428 |
|
|
2025
Q1 | $217K | Buy |
+421
| New | +$217K | ﹤0.01% | 1095 |
|
|
2024
Q3 | – | Sell |
-400
| Closed | -$206K | – | 1186 |
|
|
2024
Q2 | $206K | Hold |
400
| – | – | ﹤0.01% | 753 |
|
|
2024
Q1 | $221K | Hold |
400
| – | – | ﹤0.01% | 709 |
|
|
2023
Q4 | $213K | Sell |
400
-78
| -16% | -$41.6K | ﹤0.01% | 700 |
|
|
2023
Q3 | $220K | Hold |
478
| – | – | ﹤0.01% | 641 |
|
|
2023
Q2 | $243K | Sell |
478
-89
| -16% | -$45.2K | ﹤0.01% | 608 |
|
|
2023
Q1 | $398K | Buy |
567
+87
| +18% | +$61.1K | 0.01% | 438 |
|
|
2022
Q4 | $228K | Buy |
+480
| New | +$228K | ﹤0.01% | 521 |
|
|
2022
Q2 | – | Sell |
-400
| Closed | -$220K | – | 646 |
|
|
2022
Q1 | $220K | Sell |
400
-200
| -33% | -$110K | ﹤0.01% | 552 |
|
|
2021
Q4 | $413K | Hold |
600
| – | – | 0.01% | 394 |
|
|
2021
Q3 | $351K | Hold |
600
| – | – | 0.01% | 403 |
|
|
2021
Q2 | $272K | Hold |
600
| – | – | 0.01% | 460 |
|
|
2021
Q1 | $216K | Hold |
600
| – | – | 0.01% | 463 |
|
|
2020
Q4 | $208K | Hold |
600
| – | – | 0.01% | 406 |
|
|
2020
Q3 | $203K | Buy |
+600
| New | +$203K | 0.01% | 344 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 333 |
|
|
2020
Q1 | – | Sell |
-600
| Closed | -$265K | – | 372 |
|
|
2019
Q4 | $265K | Hold |
600
| – | – | 0.01% | 353 |
|
|
2019
Q3 | $277K | Hold |
600
| – | – | 0.01% | 289 |
|
|
2019
Q2 | $290K | Hold |
600
| – | – | 0.02% | 243 |
|
|
2019
Q1 | $271K | Hold |
600
| – | – | 0.03% | 211 |
|
|
2018
Q4 | $229K | Hold |
600
| – | – | 0.02% | 231 |
|
|
2018
Q3 | $263K | Hold |
600
| – | – | 0.02% | 234 |
|
|
2018
Q2 | $212K | Buy |
+600
| New | +$212K | 0.02% | 179 |
|