EP Wealth Advisors’s Glacier Bancorp GBCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $932K | Buy |
21,642
+394
| +2% | +$17K | 0.01% | 578 |
|
2025
Q1 | $940K | Sell |
21,248
-744
| -3% | -$32.9K | 0.01% | 520 |
|
2024
Q4 | $1.1M | Sell |
21,992
-881
| -4% | -$44.2K | 0.01% | 476 |
|
2024
Q3 | $1.05M | Sell |
22,873
-710
| -3% | -$32.4K | 0.01% | 485 |
|
2024
Q2 | $880K | Sell |
23,583
-219
| -0.9% | -$8.17K | 0.01% | 418 |
|
2024
Q1 | $959K | Sell |
23,802
-1,105
| -4% | -$44.5K | 0.01% | 385 |
|
2023
Q4 | $1.03M | Hold |
24,907
| – | – | 0.01% | 358 |
|
2023
Q3 | $710K | Sell |
24,907
-17,033
| -41% | -$485K | 0.01% | 394 |
|
2023
Q2 | $844K | Sell |
41,940
-33,060
| -44% | -$665K | 0.01% | 361 |
|
2023
Q1 | $58.8K | Buy |
75,000
+47,351
| +171% | +$37.1K | ﹤0.01% | 603 |
|
2022
Q4 | $1.37M | Hold |
27,649
| – | – | 0.02% | 242 |
|
2022
Q3 | $1.36M | Sell |
27,649
-358
| -1% | -$17.6K | 0.03% | 218 |
|
2022
Q2 | $1.33M | Buy |
28,007
+315
| +1% | +$14.9K | 0.03% | 229 |
|
2022
Q1 | $1.39M | Buy |
27,692
+80
| +0.3% | +$4.02K | 0.03% | 232 |
|
2021
Q4 | $1.57M | Buy |
+27,612
| New | +$1.57M | 0.04% | 209 |
|