EP Wealth Advisors’s Crane Co CR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
2,469
+24
| +1% | +$4.56K | ﹤0.01% | 805 |
|
|
2025
Q1 | $375K | Buy |
2,445
+74
| +3% | +$11.3K | ﹤0.01% | 818 |
|
|
2024
Q4 | $360K | Hold |
2,371
| – | – | ﹤0.01% | 800 |
|
|
2024
Q3 | $375K | Buy |
2,371
+191
| +9% | +$30.2K | ﹤0.01% | 780 |
|
|
2024
Q2 | $316K | Buy |
2,180
+27
| +1% | +$3.91K | ﹤0.01% | 640 |
|
|
2024
Q1 | $291K | Buy |
2,153
+148
| +7% | +$20K | ﹤0.01% | 635 |
|
|
2023
Q4 | $237K | Buy |
+2,005
| New | +$237K | ﹤0.01% | 677 |
|