Equitable Trust’s Medpace MEDP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $270K | Sell |
860
-2,033
| -70% | -$638K | 0.01% | 396 |
|
2025
Q1 | $881K | Buy |
2,893
+580
| +25% | +$177K | 0.05% | 237 |
|
2024
Q4 | $768K | Sell |
2,313
-444
| -16% | -$148K | 0.04% | 258 |
|
2024
Q3 | $920K | Buy |
2,757
+444
| +19% | +$148K | 0.06% | 217 |
|
2024
Q2 | $953K | Buy |
2,313
+303
| +15% | +$125K | 0.07% | 204 |
|
2024
Q1 | $812K | Hold |
2,010
| – | – | 0.06% | 229 |
|
2023
Q4 | $616K | Buy |
2,010
+1,150
| +134% | +$353K | 0.05% | 242 |
|
2023
Q3 | $208K | Hold |
860
| – | – | 0.02% | 387 |
|
2023
Q2 | $207K | Buy |
+860
| New | +$207K | 0.02% | 389 |
|
2022
Q1 | – | Sell |
-1,491
| Closed | -$325K | – | 406 |
|
2021
Q4 | $325K | Hold |
1,491
| – | – | 0.02% | 307 |
|
2021
Q3 | $282K | Hold |
1,491
| – | – | 0.02% | 318 |
|
2021
Q2 | $263K | Hold |
1,491
| – | – | 0.02% | 320 |
|
2021
Q1 | $245K | Sell |
1,491
-885
| -37% | -$145K | 0.02% | 320 |
|
2020
Q4 | $331K | Buy |
2,376
+235
| +11% | +$32.7K | 0.02% | 283 |
|
2020
Q3 | $239K | Buy |
+2,141
| New | +$239K | 0.02% | 292 |
|