EWA
EP Wealth Advisors’s FMC FMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
6,369
-296
| -4% | -$12.4K | ﹤0.01% | 1089 |
|
|
2025
Q1 | $281K | Buy |
6,665
+2,340
| +54% | +$98.7K | ﹤0.01% | 944 |
|
|
2024
Q4 | $210K | Buy |
+4,325
| New | +$210K | ﹤0.01% | 1050 |
|
|
2023
Q4 | – | Sell |
-9,788
| Closed | -$656K | – | 823 |
|
|
2023
Q3 | $656K | Sell |
9,788
-29,885
| -75% | -$2M | 0.01% | 408 |
|
|
2023
Q2 | $45.9M | Buy |
39,673
+2,132
| +6% | +$2.47M | 0.66% | 36 |
|
|
2023
Q1 | $937K | Sell |
37,541
-363,712
| -91% | -$9.08M | 0.02% | 310 |
|
|
2022
Q4 | $50.1M | Sell |
401,253
-1,057
| -0.3% | -$132K | 0.9% | 28 |
|
|
2022
Q3 | $42.5M | Buy |
402,310
+17,337
| +5% | +$1.83M | 0.96% | 24 |
|
|
2022
Q2 | $41.2M | Buy |
384,973
+12,377
| +3% | +$1.32M | 0.93% | 23 |
|
|
2022
Q1 | $49M | Buy |
372,596
+118,647
| +47% | +$15.6M | 1.08% | 15 |
|
|
2021
Q4 | $27.9M | Buy |
253,949
+17,633
| +7% | +$1.94M | 0.66% | 40 |
|
|
2021
Q3 | $21.6M | Buy |
236,316
+29,526
| +14% | +$2.7M | 0.59% | 44 |
|
|
2021
Q2 | $22.4M | Buy |
206,790
+16,955
| +9% | +$1.83M | 0.62% | 44 |
|
|
2021
Q1 | $21M | Buy |
189,835
+26,883
| +16% | +$2.97M | 0.67% | 42 |
|
|
2020
Q4 | $18.7M | Buy |
162,952
+10,168
| +7% | +$1.17M | 0.66% | 34 |
|
|
2020
Q3 | $16.2M | Buy |
152,784
+1,827
| +1% | +$193K | 0.7% | 35 |
|
|
2020
Q2 | $15M | Buy |
150,957
+5,731
| +4% | +$571K | 0.64% | 35 |
|
|
2020
Q1 | $11.9M | Buy |
145,226
+5,560
| +4% | +$454K | 0.58% | 36 |
|
|
2019
Q4 | $13.9M | Buy |
139,666
+2,870
| +2% | +$286K | 0.57% | 41 |
|
|
2019
Q3 | $12M | Buy |
136,796
+2,362
| +2% | +$207K | 0.59% | 39 |
|
|
2019
Q2 | $11.2M | Sell |
134,434
-2,377
| -2% | -$197K | 0.7% | 34 |
|
|
2019
Q1 | $10.5M | Buy |
136,811
+2,032
| +2% | +$156K | 1.01% | 32 |
|
|
2018
Q4 | $9.97M | Sell |
134,779
-14,850
| -10% | -$1.1M | 0.77% | 33 |
|
|
2018
Q3 | $13M | Buy |
149,629
+1,003
| +0.7% | +$87.4K | 1.02% | 31 |
|
|
2018
Q2 | $13.3M | Buy |
148,626
+2,228
| +2% | +$199K | 1.25% | 25 |
|
|
2018
Q1 | $11.2M | Buy |
146,398
+31,134
| +27% | +$2.38M | 1.08% | 27 |
|
|
2017
Q4 | $10.9M | Buy |
115,264
+1,940
| +2% | +$184K | 1.15% | 26 |
|
|
2017
Q3 | $10.1M | Buy |
113,324
+241
| +0.2% | +$21.5K | 1.17% | 26 |
|
|
2017
Q2 | $8.26M | Sell |
113,083
-5,950
| -5% | -$435K | 1.01% | 31 |
|
|
2017
Q1 | $8.28M | Buy |
+119,033
| New | +$8.28M | 1.14% | 26 |
|