EP Wealth Advisors’s Franco-Nevada FNV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Buy |
2,427
+294
| +14% | +$48.2K | ﹤0.01% | 882 |
|
|
2025
Q1 | $336K | Buy |
2,133
+15
| +0.7% | +$2.36K | ﹤0.01% | 858 |
|
|
2024
Q4 | $249K | Sell |
2,118
-65
| -3% | -$7.65K | ﹤0.01% | 955 |
|
|
2024
Q3 | $271K | Buy |
2,183
+175
| +9% | +$21.7K | ﹤0.01% | 897 |
|
|
2024
Q2 | $238K | Hold |
2,008
| – | – | ﹤0.01% | 717 |
|
|
2024
Q1 | $239K | Hold |
2,008
| – | – | ﹤0.01% | 689 |
|
|
2023
Q4 | $223K | Hold |
2,008
| – | – | ﹤0.01% | 690 |
|
|
2023
Q3 | $268K | Sell |
2,008
-13,643
| -87% | -$1.82M | ﹤0.01% | 582 |
|
|
2023
Q2 | $286K | Sell |
15,651
-37,949
| -71% | -$694K | ﹤0.01% | 573 |
|
|
2023
Q1 | $22K | Buy |
53,600
+51,576
| +2,548% | +$21.1K | ﹤0.01% | 615 |
|
|
2022
Q4 | $276K | Buy |
+2,024
| New | +$276K | 0.01% | 483 |
|
|
2022
Q2 | – | Sell |
-1,308
| Closed | -$209K | – | 658 |
|
|
2022
Q1 | $209K | Buy |
+1,308
| New | +$209K | ﹤0.01% | 568 |
|
|
2021
Q1 | – | Sell |
-1,780
| Closed | -$223K | – | 497 |
|
|
2020
Q4 | $223K | Hold |
1,780
| – | – | 0.01% | 390 |
|
|
2020
Q3 | $248K | Buy |
+1,780
| New | +$248K | 0.01% | 317 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 331 |
|