EP Wealth Advisors’s T-Mobile US TMUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.87M | Buy |
12,027
+564
| +5% | +$134K | 0.02% | 346 |
|
2025
Q1 | $3.06M | Sell |
11,463
-578
| -5% | -$154K | 0.02% | 294 |
|
2024
Q4 | $2.66M | Buy |
12,041
+492
| +4% | +$109K | 0.02% | 310 |
|
2024
Q3 | $2.38M | Buy |
11,549
+5,643
| +96% | +$1.16M | 0.02% | 323 |
|
2024
Q2 | $1.04M | Buy |
5,906
+721
| +14% | +$127K | 0.01% | 381 |
|
2024
Q1 | $846K | Sell |
5,185
-300
| -5% | -$49K | 0.01% | 404 |
|
2023
Q4 | $879K | Buy |
5,485
+694
| +14% | +$111K | 0.01% | 387 |
|
2023
Q3 | $671K | Sell |
4,791
-65,848
| -93% | -$9.22M | 0.01% | 401 |
|
2023
Q2 | $1.06M | Buy |
70,639
+51,312
| +265% | +$773K | 0.02% | 322 |
|
2023
Q1 | $11.1M | Buy |
19,327
+16,948
| +712% | +$9.77M | 0.19% | 82 |
|
2022
Q4 | $333K | Buy |
+2,379
| New | +$333K | 0.01% | 447 |
|
2022
Q3 | – | Sell |
-1,490
| Closed | -$200K | – | 618 |
|
2022
Q2 | $200K | Buy |
+1,490
| New | +$200K | ﹤0.01% | 575 |
|
2022
Q1 | – | Sell |
-1,848
| Closed | -$214K | – | 665 |
|
2021
Q4 | $214K | Sell |
1,848
-856
| -32% | -$99.1K | 0.01% | 518 |
|
2021
Q3 | $345K | Sell |
2,704
-978
| -27% | -$125K | 0.01% | 406 |
|
2021
Q2 | $533K | Buy |
3,682
+661
| +22% | +$95.7K | 0.01% | 324 |
|
2021
Q1 | $379K | Sell |
3,021
-124
| -4% | -$15.6K | 0.01% | 366 |
|
2020
Q4 | $424K | Sell |
3,145
-590
| -16% | -$79.5K | 0.01% | 295 |
|
2020
Q3 | $427K | Hold |
3,735
| – | – | 0.02% | 244 |
|
2020
Q2 | $389K | Sell |
3,735
-1,108
| -23% | -$115K | 0.02% | 276 |
|
2020
Q1 | $406K | Buy |
4,843
+123
| +3% | +$10.3K | 0.02% | 274 |
|
2019
Q4 | $370K | Buy |
4,720
+500
| +12% | +$39.2K | 0.02% | 310 |
|
2019
Q3 | $332K | Sell |
4,220
-774
| -15% | -$60.9K | 0.02% | 268 |
|
2019
Q2 | $370K | Buy |
+4,994
| New | +$370K | 0.02% | 217 |
|