EP Wealth Advisors’s Sarepta Therapeutics SRPT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-5,042
| Closed | -$322K | – | 1470 |
|
2025
Q1 | $322K | Buy |
5,042
+54
| +1% | +$3.45K | ﹤0.01% | 881 |
|
2024
Q4 | $606K | Buy |
4,988
+105
| +2% | +$12.8K | ﹤0.01% | 636 |
|
2024
Q3 | $610K | Sell |
4,883
-16
| -0.3% | -$2K | 0.01% | 634 |
|
2024
Q2 | $774K | Buy |
4,899
+103
| +2% | +$16.3K | 0.01% | 435 |
|
2024
Q1 | $621K | Hold |
4,796
| – | – | 0.01% | 472 |
|
2023
Q4 | $462K | Buy |
+4,796
| New | +$462K | 0.01% | 507 |
|
2023
Q3 | – | Sell |
-19,327
| Closed | -$530K | – | 775 |
|
2023
Q2 | $530K | Buy |
+19,327
| New | +$530K | 0.01% | 454 |
|