EP Wealth Advisors’s Virtu Financial VIRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Buy |
18,955
+1,050
| +6% | +$47K | 0.01% | 611 |
|
|
2025
Q1 | $683K | Buy |
17,905
+4,395
| +33% | +$168K | 0.01% | 605 |
|
|
2024
Q4 | $482K | Buy |
13,510
+1,401
| +12% | +$50K | ﹤0.01% | 705 |
|
|
2024
Q3 | $369K | Buy |
+12,109
| New | +$369K | ﹤0.01% | 788 |
|
|
2021
Q2 | – | Sell |
-78,821
| Closed | -$2.45M | – | 551 |
|
|
2021
Q1 | $2.45M | Buy |
78,821
+19,575
| +33% | +$608K | 0.08% | 150 |
|
|
2020
Q4 | $1.49M | Buy |
+59,246
| New | +$1.49M | 0.05% | 150 |
|