EP Wealth Advisors’s Energy Vault NRGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$6.95K Hold
2024
Q4
$22.8K Hold
2024
Q3
$9.6K Sell
2024
Q2
$19K Sell
2024
Q1
$53.7K Sell
2023
Q4
$93.2K Sell
2023
Q3
$128K Buy
2023
Q2
$137K Buy
2023
Q1
$573K Sell
2022
Q4
$156K Buy