EWA
EP Wealth Advisors’s Keysight KEYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Buy |
162,262
+613
| +0.4% | +$100K | 0.17% | 99 |
|
|
2025
Q1 | $24.2M | Sell |
161,649
-2,489
| -2% | -$373K | 0.19% | 95 |
|
|
2024
Q4 | $26.4M | Sell |
164,138
-5,285
| -3% | -$849K | 0.22% | 87 |
|
|
2024
Q3 | $26.9M | Sell |
169,423
-186,285
| -52% | -$29.6M | 0.23% | 85 |
|
|
2024
Q2 | $48.6M | Buy |
355,708
+15,693
| +5% | +$2.15M | 0.52% | 48 |
|
|
2024
Q1 | $53.2M | Buy |
340,015
+12,920
| +4% | +$2.02M | 0.62% | 44 |
|
|
2023
Q4 | $52M | Buy |
327,095
+12,375
| +4% | +$1.97M | 0.66% | 40 |
|
|
2023
Q3 | $41.6M | Buy |
314,720
+312,509
| +14,134% | +$41.3M | 0.65% | 40 |
|
|
2023
Q2 | $50.7M | Sell |
2,211
-9,878
| -82% | -$227M | 0.73% | 32 |
|
|
2023
Q1 | $197K | Sell |
12,089
-271,123
| -96% | -$4.41M | ﹤0.01% | 584 |
|
|
2022
Q4 | $48.4M | Sell |
283,212
-1,040
| -0.4% | -$178K | 0.87% | 29 |
|
|
2022
Q3 | $44.7M | Buy |
284,252
+2,497
| +0.9% | +$393K | 1.01% | 21 |
|
|
2022
Q2 | $38.8M | Buy |
281,755
+17,140
| +6% | +$2.36M | 0.87% | 29 |
|
|
2022
Q1 | $41.8M | Buy |
264,615
+7,669
| +3% | +$1.21M | 0.92% | 24 |
|
|
2021
Q4 | $53.1M | Sell |
256,946
-1,443
| -0.6% | -$298K | 1.25% | 13 |
|
|
2021
Q3 | $42.5M | Buy |
258,389
+12,461
| +5% | +$2.05M | 1.16% | 20 |
|
|
2021
Q2 | $38M | Buy |
245,928
+18,099
| +8% | +$2.79M | 1.05% | 21 |
|
|
2021
Q1 | $32.7M | Buy |
227,829
+14,802
| +7% | +$2.12M | 1.04% | 21 |
|
|
2020
Q4 | $28.1M | Buy |
+213,027
| New | +$28.1M | 0.99% | 21 |
|