EP Wealth Advisors’s Minerals Technologies MTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Sell
4,214
-163
-4% -$8.98K ﹤0.01% 1165
2025
Q1
$278K Buy
4,377
+470
+12% +$29.9K ﹤0.01% 951
2024
Q4
$298K Buy
3,907
+421
+12% +$32.1K ﹤0.01% 877
2024
Q3
$269K Buy
+3,486
New +$269K ﹤0.01% 903