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EP Wealth Advisors’s Carpenter Technology CRS Stock Holding History

EP Wealth Advisors’s Portfolio CRS Stock Details CRS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$420K Buy
1,521
+9
+0.6% +$2.49K ﹤0.01% 851
2025
Q1 		$274K Sell
1,512
-656
-30% -$119K ﹤0.01% 957
2024
Q4 		$368K Buy
2,168
+95
+5% +$16.1K ﹤0.01% 789
2024
Q3 		$331K Buy
+2,073
New +$331K ﹤0.01% 820