EP Wealth Advisors’s Royal Bank of Canada RY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
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|
2025
Q1 | $327K | Buy |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $363K | Buy |
|
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|
2024
Q2 | $288K | Sell |
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|
2024
Q1 | $308K | Buy |
|
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|
2023
Q4 | $269K | Sell |
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|
2023
Q3 | $236K | Sell |
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|
2023
Q2 | $257K | Buy |
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|
2023
Q1 | $250K | Buy |
|
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $230K | Hold |
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|
2021
Q4 | $221K | Hold |
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|
2021
Q3 | $207K | Hold |
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|
2021
Q2 | $211K | Buy |
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