EP Wealth Advisors’s Motorola Solutions MSI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.1M | Buy |
2,611
+710
| +37% | +$299K | 0.01% | 540 |
|
2025
Q1 | $832K | Sell |
1,901
-141
| -7% | -$61.7K | 0.01% | 549 |
|
2024
Q4 | $944K | Buy |
2,042
+223
| +12% | +$103K | 0.01% | 517 |
|
2024
Q3 | $818K | Buy |
1,819
+114
| +7% | +$51.3K | 0.01% | 546 |
|
2024
Q2 | $658K | Sell |
1,705
-481
| -22% | -$186K | 0.01% | 475 |
|
2024
Q1 | $776K | Buy |
2,186
+800
| +58% | +$284K | 0.01% | 425 |
|
2023
Q4 | $434K | Buy |
1,386
+507
| +58% | +$159K | 0.01% | 518 |
|
2023
Q3 | $239K | Buy |
+879
| New | +$239K | ﹤0.01% | 615 |
|
2022
Q3 | – | Sell |
-1,195
| Closed | -$250K | – | 523 |
|
2022
Q2 | $250K | Sell |
1,195
-31
| -3% | -$6.49K | 0.01% | 525 |
|
2022
Q1 | $297K | Sell |
1,226
-166
| -12% | -$40.2K | 0.01% | 494 |
|
2021
Q4 | $378K | Buy |
1,392
+140
| +11% | +$38K | 0.01% | 418 |
|
2021
Q3 | $291K | Sell |
1,252
-167
| -12% | -$38.8K | 0.01% | 437 |
|
2021
Q2 | $308K | Buy |
+1,419
| New | +$308K | 0.01% | 438 |
|