EP Wealth Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
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|
2025
Q1 | $1.26M | Sell |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $247K | Buy |
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|
2024
Q1 | $249K | Buy |
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|
2023
Q4 | $244K | Sell |
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|
2023
Q3 | $248K | Sell |
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|
2023
Q2 | $205K | Buy |
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|
2023
Q1 | $853K | Buy |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $813K | Buy |
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|
2022
Q1 | $340K | Buy |
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|
2021
Q4 | $265K | Buy |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q2 | $215K | Buy |
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