EP Wealth Advisors’s Xencor XNCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Buy |
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|
2025
Q1 | $139K | Buy |
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|
2024
Q4 | $299K | Hold |
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|
2024
Q3 | $261K | Hold |
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|
2024
Q2 | $246K | Hold |
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|
2024
Q1 | $288K | Hold |
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|
2023
Q4 | $276K | Hold |
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|
2023
Q3 | $262K | Sell |
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|
2023
Q2 | $325K | Sell |
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|
2023
Q1 | $12.7M | Buy |
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|
2022
Q4 | $339K | Hold |
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|
2022
Q3 | $338K | Sell |
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|
2022
Q2 | $371K | Buy |
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|
2022
Q1 | $349K | Sell |
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|
2021
Q4 | $530K | Hold |
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|
2021
Q3 | $431K | Buy |
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|
2021
Q2 | $449K | Sell |
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|
2021
Q1 | $566K | Hold |
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|
2020
Q4 | $574K | Sell |
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|
2020
Q3 | $776K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $817K | Hold |
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|
2019
Q4 | $941K | Sell |
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|
2019
Q3 | $1.09M | Buy |
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