EP Wealth Advisors’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,519
| Closed | -$251K | – | 1277 |
|
|
2024
Q3 | $251K | Buy |
+6,519
| New | +$251K | ﹤0.01% | 933 |
|
|
2023
Q4 | – | Sell |
-6,601
| Closed | -$218K | – | 824 |
|
|
2023
Q3 | $218K | Sell |
6,601
-32,114
| -83% | -$1.06M | ﹤0.01% | 645 |
|
|
2023
Q2 | $256K | Buy |
38,715
+26,515
| +217% | +$175K | ﹤0.01% | 596 |
|
|
2023
Q1 | $41.6K | Buy |
12,200
+5,614
| +85% | +$19.1K | ﹤0.01% | 610 |
|
|
2022
Q4 | $274K | Buy |
+6,586
| New | +$274K | ﹤0.01% | 484 |
|
|
2022
Q3 | – | Sell |
-7,217
| Closed | -$228K | – | 454 |
|
|
2022
Q2 | $228K | Buy |
+7,217
| New | +$228K | 0.01% | 542 |
|