EP Wealth Advisors’s H2O America Common Stock HTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
7,611
-88
| -1% | -$4.57K | ﹤0.01% | 885 |
|
|
2025
Q1 | $421K | Buy |
7,699
+98
| +1% | +$5.36K | ﹤0.01% | 766 |
|
|
2024
Q4 | $374K | Buy |
7,601
+70
| +0.9% | +$3.45K | ﹤0.01% | 781 |
|
|
2024
Q3 | $438K | Sell |
7,531
-500
| -6% | -$29.1K | ﹤0.01% | 730 |
|
|
2024
Q2 | $435K | Sell |
8,031
-500
| -6% | -$27.1K | ﹤0.01% | 565 |
|
|
2024
Q1 | $483K | Buy |
8,531
+1,750
| +26% | +$99K | 0.01% | 515 |
|
|
2023
Q4 | $443K | Hold |
6,781
| – | – | 0.01% | 513 |
|
|
2023
Q3 | $408K | Sell |
6,781
-2,098
| -24% | -$126K | 0.01% | 499 |
|
|
2023
Q2 | $475K | Sell |
8,879
-15,255
| -63% | -$817K | 0.01% | 474 |
|
|
2023
Q1 | $95.8K | Buy |
24,134
+17,953
| +290% | +$71.3K | ﹤0.01% | 598 |
|
|
2022
Q4 | $502K | Buy |
+6,181
| New | +$502K | 0.01% | 375 |
|
|
2022
Q3 | – | Sell |
-6,181
| Closed | -$386K | – | 587 |
|
|
2022
Q2 | $386K | Hold |
6,181
| – | – | 0.01% | 432 |
|
|
2022
Q1 | $430K | Hold |
6,181
| – | – | 0.01% | 409 |
|
|
2021
Q4 | $452K | Hold |
6,181
| – | – | 0.01% | 372 |
|
|
2021
Q3 | $408K | Hold |
6,181
| – | – | 0.01% | 371 |
|
|
2021
Q2 | $391K | Hold |
6,181
| – | – | 0.01% | 383 |
|
|
2021
Q1 | $389K | Hold |
6,181
| – | – | 0.01% | 361 |
|
|
2020
Q4 | $429K | Buy |
+6,181
| New | +$429K | 0.02% | 294 |
|