EPG Wealth Management’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
9,223
-123
| -1% | -$6.18K | 0.14% | 143 |
|
|
2025
Q1 | $554K | Buy |
9,346
+3,547
| +61% | +$210K | 0.15% | 154 |
|
|
2024
Q4 | $414K | Buy |
5,799
+19
| +0.3% | +$1.36K | 0.11% | 172 |
|
|
2024
Q3 | $503K | Buy |
+5,780
| New | +$503K | 0.13% | 166 |
|
|
2024
Q2 | – | Sell |
-5,964
| Closed | -$581K | – | 154 |
|
|
2024
Q1 | $581K | Buy |
5,964
+312
| +6% | +$30.4K | 0.14% | 156 |
|
|
2023
Q4 | $514K | Buy |
5,652
+231
| +4% | +$21K | 0.14% | 155 |
|
|
2023
Q3 | $443K | Sell |
5,421
-586
| -10% | -$47.9K | 0.13% | 157 |
|
|
2023
Q2 | $522K | Sell |
6,007
-58
| -1% | -$5.04K | 0.15% | 146 |
|
|
2023
Q1 | $623K | Buy |
6,065
+2,855
| +89% | +$293K | 0.2% | 123 |
|
|
2022
Q4 | $345K | Buy |
3,210
+57
| +2% | +$6.13K | 0.13% | 142 |
|
|
2022
Q3 | $299K | Buy |
3,153
+339
| +12% | +$32.1K | 0.12% | 153 |
|
|
2022
Q2 | $290K | Sell |
2,814
-5
| -0.2% | -$515 | 0.12% | 161 |
|
|
2022
Q1 | $277K | Buy |
2,819
+271
| +11% | +$26.6K | 0.1% | 184 |
|
|
2021
Q4 | $274K | Buy |
2,548
+113
| +5% | +$12.2K | 0.1% | 182 |
|
|
2021
Q3 | $217K | Buy |
2,435
+85
| +4% | +$7.58K | 0.09% | 196 |
|
|
2021
Q2 | $206K | Buy |
+2,350
| New | +$206K | 0.09% | 201 |
|
|
2020
Q2 | – | Sell |
-509
| Closed | -$26K | – | 179 |
|
|
2020
Q1 | $26K | Sell |
509
-144
| -22% | -$7.36K | 0.02% | 360 |
|
|
2019
Q4 | $50K | Buy |
+653
| New | +$50K | 0.04% | 235 |
|