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