EP Wealth Advisors’s Globe Life GL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
3,055
+1,000
| +49% | +$124K | ﹤0.01% | 901 |
|
|
2025
Q1 | $271K | Buy |
+2,055
| New | +$271K | ﹤0.01% | 962 |
|
|
2024
Q1 | – | Sell |
-2,201
| Closed | -$268K | – | 849 |
|
|
2023
Q4 | $268K | Sell |
2,201
-35
| -2% | -$4.26K | ﹤0.01% | 650 |
|
|
2023
Q3 | $243K | Sell |
2,236
-16,715
| -88% | -$1.82M | ﹤0.01% | 610 |
|
|
2023
Q2 | $245K | Sell |
18,951
-1,509
| -7% | -$19.5K | ﹤0.01% | 605 |
|
|
2023
Q1 | $1.75M | Buy |
20,460
+18,224
| +815% | +$1.56M | 0.03% | 235 |
|
|
2022
Q4 | $270K | Buy |
+2,236
| New | +$270K | ﹤0.01% | 490 |
|
|
2022
Q3 | – | Sell |
-2,432
| Closed | -$237K | – | 443 |
|
|
2022
Q2 | $237K | Buy |
2,432
+153
| +7% | +$14.9K | 0.01% | 535 |
|
|
2022
Q1 | $229K | Buy |
+2,279
| New | +$229K | 0.01% | 544 |
|