EP Wealth Advisors’s Olema Pharmaceuticals OLMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
46,905
-1,344
| -3% | -$5.73K | ﹤0.01% | 1261 |
|
|
2025
Q1 | $181K | Sell |
48,249
-406
| -0.8% | -$1.53K | ﹤0.01% | 1159 |
|
|
2024
Q4 | $284K | Hold |
48,655
| – | – | ﹤0.01% | 891 |
|
|
2024
Q3 | $581K | Buy |
48,655
+2,407
| +5% | +$28.7K | 0.01% | 641 |
|
|
2024
Q2 | $500K | Hold |
46,248
| – | – | 0.01% | 535 |
|
|
2024
Q1 | $524K | Hold |
46,248
| – | – | 0.01% | 504 |
|
|
2023
Q4 | $649K | Hold |
46,248
| – | – | 0.01% | 443 |
|
|
2023
Q3 | $571K | Buy |
46,248
+41,281
| +831% | +$510K | 0.01% | 435 |
|
|
2023
Q2 | $418K | Buy |
4,967
+459
| +10% | +$38.6K | 0.01% | 504 |
|
|
2023
Q1 | $843K | Sell |
4,508
-41,740
| -90% | -$7.81M | 0.01% | 324 |
|
|
2022
Q4 | $113K | Sell |
46,248
-450
| -1% | -$1.1K | ﹤0.01% | 591 |
|
|
2022
Q3 | $129K | Buy |
46,698
+450
| +1% | +$1.24K | ﹤0.01% | 314 |
|
|
2022
Q2 | $188K | Hold |
46,248
| – | – | ﹤0.01% | 582 |
|
|
2022
Q1 | $197K | Hold |
46,248
| – | – | ﹤0.01% | 578 |
|
|
2021
Q4 | $433K | Buy |
+46,248
| New | +$433K | 0.01% | 387 |
|