EP Wealth Advisors’s Huntington Ingalls Industries HII Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
1,026
-368
-26% -$88.8K ﹤0.01% 1129
2025
Q1
$284K Sell
1,394
-41
-3% -$8.37K ﹤0.01% 935
2024
Q4
$271K Sell
1,435
-36
-2% -$6.8K ﹤0.01% 918
2024
Q3
$389K Buy
1,471
+507
+53% +$134K ﹤0.01% 772
2024
Q2
$238K Sell
964
-28
-3% -$6.9K ﹤0.01% 718
2024
Q1
$289K Buy
992
+113
+13% +$32.9K ﹤0.01% 639
2023
Q4
$228K Buy
+879
New +$228K ﹤0.01% 685