EWA
EP Wealth Advisors’s Hologic HOLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Buy |
11,243
+1,415
| +14% | +$92.2K | ﹤0.01% | 648 |
|
|
2025
Q1 | $607K | Buy |
9,828
+760
| +8% | +$46.9K | ﹤0.01% | 635 |
|
|
2024
Q4 | $654K | Sell |
9,068
-888
| -9% | -$64K | 0.01% | 613 |
|
|
2024
Q3 | $811K | Buy |
+9,956
| New | +$811K | 0.01% | 548 |
|
|
2018
Q2 | – | Sell |
-224,215
| Closed | -$8.38M | – | 201 |
|
|
2018
Q1 | $8.38M | Buy |
224,215
+15,048
| +7% | +$562K | 0.81% | 37 |
|
|
2017
Q4 | $8.94M | Buy |
209,167
+12,132
| +6% | +$519K | 0.94% | 35 |
|
|
2017
Q3 | $7.23M | Buy |
197,035
+10,035
| +5% | +$368K | 0.83% | 37 |
|
|
2017
Q2 | $8.49M | Buy |
187,000
+2,967
| +2% | +$135K | 1.04% | 29 |
|
|
2017
Q1 | $7.83M | Buy |
184,033
+6,727
| +4% | +$286K | 1.08% | 29 |
|
|
2016
Q4 | $6.3M | Buy |
177,306
+617
| +0.3% | +$21.9K | 0.92% | 34 |
|
|
2016
Q3 | $6.86M | Sell |
176,689
-6,149
| -3% | -$239K | 1.07% | 29 |
|
|
2016
Q2 | $6.33M | Sell |
182,838
-16,730
| -8% | -$579K | 1.01% | 33 |
|
|
2016
Q1 | $6.89M | Sell |
199,568
-15,813
| -7% | -$546K | 1.06% | 34 |
|
|
2015
Q4 | $8.33M | Sell |
215,381
-4,475
| -2% | -$173K | 1.4% | 28 |
|
|
2015
Q3 | $8.6M | Sell |
219,856
-15,089
| -6% | -$590K | 1.64% | 24 |
|
|
2015
Q2 | $8.94M | Buy |
234,945
+100
| +0% | +$3.81K | 1.68% | 28 |
|
|
2015
Q1 | $7.76M | Buy |
+234,845
| New | +$7.76M | 1.46% | 30 |
|