EP Wealth Advisors’s Incyte INCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
6,350
-181
| -3% | -$12.3K | ﹤0.01% | 842 |
|
|
2025
Q1 | $395K | Buy |
6,531
+864
| +15% | +$52.3K | ﹤0.01% | 792 |
|
|
2024
Q4 | $391K | Buy |
5,667
+39
| +0.7% | +$2.69K | ﹤0.01% | 768 |
|
|
2024
Q3 | $372K | Buy |
5,628
+1,667
| +42% | +$110K | ﹤0.01% | 782 |
|
|
2024
Q2 | $240K | Buy |
3,961
+332
| +9% | +$20.1K | ﹤0.01% | 712 |
|
|
2024
Q1 | $207K | Buy |
3,629
+104
| +3% | +$5.93K | ﹤0.01% | 728 |
|
|
2023
Q4 | $221K | Sell |
3,525
-7
| -0.2% | -$440 | ﹤0.01% | 691 |
|
|
2023
Q3 | $204K | Sell |
3,532
-86,732
| -96% | -$5.01M | ﹤0.01% | 666 |
|
|
2023
Q2 | $218K | Buy |
90,264
+76,074
| +536% | +$184K | ﹤0.01% | 639 |
|
|
2023
Q1 | $786K | Buy |
14,190
+10,688
| +305% | +$592K | 0.01% | 336 |
|
|
2022
Q4 | $281K | Buy |
+3,502
| New | +$281K | 0.01% | 477 |
|
|
2022
Q3 | – | Sell |
-3,600
| Closed | -$273K | – | 468 |
|
|
2022
Q2 | $273K | Buy |
3,600
+50
| +1% | +$3.79K | 0.01% | 500 |
|
|
2022
Q1 | $282K | Hold |
3,550
| – | – | 0.01% | 499 |
|
|
2021
Q4 | $261K | Buy |
+3,550
| New | +$261K | 0.01% | 483 |
|