EP Wealth Advisors’s H2O America HTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
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|
2025
Q1 | $421K | Buy |
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|
2024
Q4 | $374K | Buy |
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|
2024
Q3 | $438K | Sell |
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|
2024
Q2 | $435K | Sell |
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|
2024
Q1 | $483K | Buy |
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|
2023
Q4 | $443K | Hold |
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|
2023
Q3 | $408K | Sell |
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|
2023
Q2 | $475K | Sell |
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|
2023
Q1 | $95.8K | Buy |
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|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $386K | Hold |
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|
2022
Q1 | $430K | Hold |
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|
2021
Q4 | $452K | Hold |
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|
2021
Q3 | $408K | Hold |
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|
2021
Q2 | $391K | Hold |
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|
2021
Q1 | $389K | Hold |
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|
2020
Q4 | $429K | Buy |
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