EP Wealth Advisors’s VirnetX Holding Corp VHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $10.6K | Sell |
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|
2023
Q2 | $19.3K | Buy |
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|
2023
Q1 | $3.06M | Sell |
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|
2022
Q4 | $52.8K | Hold |
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|
2022
Q3 | $48K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $66K | Hold |
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|
2021
Q4 | $106K | Hold |
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|
2021
Q3 | $159K | Hold |
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|
2021
Q2 | $174K | Hold |
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|
2021
Q1 | $226K | Sell |
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|
2020
Q4 | $241K | Hold |
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|
2020
Q3 | $252K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $262K | Hold |
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|
2019
Q4 | $182K | Hold |
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|
2019
Q3 | $258K | Hold |
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|
2019
Q2 | $297K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $115K | Hold |
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|
2018
Q3 | $222K | Hold |
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|
2018
Q2 | $163K | Sell |
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|
2018
Q1 | $189K | Hold |
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|
2017
Q4 | $177K | Buy |
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|
2017
Q3 | $187K | Hold |
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|
2017
Q2 | $218K | Hold |
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|
2017
Q1 | $110K | Hold |
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|
2016
Q4 | $105K | Hold |
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|
2016
Q3 | $146K | Hold |
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|
2016
Q2 | $191K | Hold |
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|
2016
Q1 | $220K | Buy |
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|
2015
Q4 | $122K | Buy |
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|
2015
Q3 | $144K | Hold |
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|
2015
Q2 | $170K | Buy |
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|
2015
Q1 | $124K | Buy |
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|
2014
Q4 | $57K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $8.51M | Hold |
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|
2014
Q1 | $6.85M | Sell |
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|
2013
Q4 | $10M | Sell |
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|
2013
Q3 | $10.6M | Buy |
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|
2013
Q2 | $10.3M | Buy |
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