EP Wealth Advisors’s First American FAF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-37,891
| Closed | -$2.49M | – | 1441 |
|
|
2025
Q1 | $2.49M | Sell |
37,891
-1,868
| -5% | -$123K | 0.02% | 330 |
|
|
2024
Q4 | $2.48M | Sell |
39,759
-1,452
| -4% | -$90.7K | 0.02% | 327 |
|
|
2024
Q3 | $2.72M | Buy |
41,211
+4,705
| +13% | +$311K | 0.02% | 306 |
|
|
2024
Q2 | $1.97M | Sell |
36,506
-288
| -0.8% | -$15.5K | 0.02% | 283 |
|
|
2024
Q1 | $2.25M | Buy |
36,794
+27
| +0.1% | +$1.65K | 0.03% | 241 |
|
|
2023
Q4 | $2.37M | Buy |
36,767
+144
| +0.4% | +$9.28K | 0.03% | 237 |
|
|
2023
Q3 | $2.07M | Buy |
36,623
+31,649
| +636% | +$1.79M | 0.03% | 233 |
|
|
2023
Q2 | $2.09M | Sell |
4,974
-49,756
| -91% | -$20.9M | 0.03% | 230 |
|
|
2023
Q1 | $690K | Buy |
54,730
+18,178
| +50% | +$229K | 0.01% | 357 |
|
|
2022
Q4 | $1.91M | Sell |
36,552
-224
| -0.6% | -$11.7K | 0.03% | 225 |
|
|
2022
Q3 | $1.7M | Sell |
36,776
-492
| -1% | -$22.7K | 0.04% | 202 |
|
|
2022
Q2 | $1.97M | Buy |
37,268
+273
| +0.7% | +$14.4K | 0.04% | 197 |
|
|
2022
Q1 | $2.4M | Buy |
36,995
+684
| +2% | +$44.3K | 0.05% | 184 |
|
|
2021
Q4 | $2.84M | Sell |
36,311
-1,028
| -3% | -$80.4K | 0.07% | 152 |
|
|
2021
Q3 | $2.5M | Sell |
37,339
-29
| -0.1% | -$1.95K | 0.07% | 148 |
|
|
2021
Q2 | $2.33M | Buy |
+37,368
| New | +$2.33M | 0.06% | 166 |
|