EP Wealth Advisors’s Olema Pharmaceuticals OLMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
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|
2025
Q1 | $181K | Sell |
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|
2024
Q4 | $284K | Hold |
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|
2024
Q3 | $581K | Buy |
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|
2024
Q2 | $500K | Hold |
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|
2024
Q1 | $524K | Hold |
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|
2023
Q4 | $649K | Hold |
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|
2023
Q3 | $571K | Buy |
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|
2023
Q2 | $418K | Buy |
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|
2023
Q1 | $843K | Sell |
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|
2022
Q4 | $113K | Sell |
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|
2022
Q3 | $129K | Buy |
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|
2022
Q2 | $188K | Hold |
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|
2022
Q1 | $197K | Hold |
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|
2021
Q4 | $433K | Buy |
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