EWA
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EP Wealth Advisors’s Helix Energy Solutions HLX Stock Holding History

EP Wealth Advisors’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$335K Buy
53,726
+822
+2% +$5.13K ﹤0.01% 955
2025
Q1 		$440K Buy
52,904
+22,740
+75% +$189K ﹤0.01% 751
2024
Q4 		$281K Buy
30,164
+5,527
+22% +$51.5K ﹤0.01% 897
2024
Q3 		$273K Buy
+24,637
New +$273K ﹤0.01% 892