EP Wealth Advisors’s Corteva CTVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.88M Buy
25,242
+6,551
+35% +$488K 0.01% 429
2025
Q1
$1.18M Buy
18,691
+578
+3% +$36.4K 0.01% 465
2024
Q4
$1.03M Buy
18,113
+831
+5% +$47.3K 0.01% 492
2024
Q3
$1.02M Buy
17,282
+7,822
+83% +$460K 0.01% 494
2024
Q2
$510K Buy
9,460
+905
+11% +$48.8K 0.01% 528
2024
Q1
$493K Sell
8,555
-498
-6% -$28.7K 0.01% 512
2023
Q4
$434K Sell
9,053
-2,888
-24% -$138K 0.01% 519
2023
Q3
$611K Sell
11,941
-383,327
-97% -$19.6M 0.01% 424
2023
Q2
$626K Buy
395,268
+385,258
+3,849% +$611K 0.01% 418
2023
Q1
$7.9K Buy
10,010
+1,489
+17% +$1.18K ﹤0.01% 624
2022
Q4
$501K Buy
+8,521
New +$501K 0.01% 376
2022
Q3
Sell
-13,289
Closed -$719K 393
2022
Q2
$719K Buy
13,289
+1,078
+9% +$58.3K 0.02% 309
2022
Q1
$702K Sell
12,211
-786
-6% -$45.2K 0.02% 320
2021
Q4
$615K Buy
12,997
+12
+0.1% +$568 0.01% 323
2021
Q3
$546K Sell
12,985
-2,046
-14% -$86K 0.02% 315
2021
Q2
$667K Buy
15,031
+1,636
+12% +$72.6K 0.02% 290
2021
Q1
$624K Buy
13,395
+4,102
+44% +$191K 0.02% 284
2020
Q4
$360K Buy
+9,293
New +$360K 0.01% 320
2020
Q1
Sell
-24,810
Closed -$733K 381
2019
Q4
$733K Sell
24,810
-1,328
-5% -$39.2K 0.03% 226
2019
Q3
$732K Sell
26,138
-2,341
-8% -$65.6K 0.04% 194
2019
Q2
$842K Buy
+28,479
New +$842K 0.05% 149