EP Wealth Advisors’s Cameco CCJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Buy |
9,577
+1,071
| +13% | +$79.5K | ﹤0.01% | 654 |
|
|
2025
Q1 | $350K | Buy |
8,506
+86
| +1% | +$3.54K | ﹤0.01% | 841 |
|
|
2024
Q4 | $433K | Buy |
8,420
+1,499
| +22% | +$77K | ﹤0.01% | 740 |
|
|
2024
Q3 | $331K | Buy |
6,921
+320
| +5% | +$15.3K | ﹤0.01% | 821 |
|
|
2024
Q2 | $325K | Sell |
6,601
-1,475
| -18% | -$72.6K | ﹤0.01% | 634 |
|
|
2024
Q1 | $350K | Sell |
8,076
-331
| -4% | -$14.3K | ﹤0.01% | 588 |
|
|
2023
Q4 | $362K | Buy |
8,407
+782
| +10% | +$33.7K | ﹤0.01% | 568 |
|
|
2023
Q3 | $302K | Sell |
7,625
-4,038
| -35% | -$160K | ﹤0.01% | 559 |
|
|
2023
Q2 | $281K | Buy |
+11,663
| New | +$281K | ﹤0.01% | 574 |
|