IFP Advisors’s Edgewell Personal Care EPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.03K | Hold |
95
| – | – | ﹤0.01% | 3956 |
|
|
2025
Q4 | $1.62K | Buy |
+95
| New | +$1.76K | ﹤0.01% | 3911 |
|
|
2025
Q3 | – | Hold |
0
| – | -$13.7K | – | 4918 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 2753 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3797 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3919 |
|
|
2023
Q1 | – | Sell |
-1,343
| Closed | -$72K | – | 3688 |
|
|
2022
Q4 | $72K | Buy |
1,343
+89
| +7% | +$3.54K | ﹤0.01% | 1976 |
|
|
2022
Q3 | $64K | Hold |
1,254
| – | – | ﹤0.01% | 2185 |
|
|
2022
Q2 | $64K | Hold |
1,254
| – | – | ﹤0.01% | 1987 |
|
|
2022
Q1 | $64K | Buy |
+1,254
| New | +$51.1K | ﹤0.01% | 1987 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3755 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3470 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3393 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3278 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3146 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3025 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3036 |
|
|
2019
Q4 | – | Sell |
-1,242
| Closed | -$40.1K | – | 3065 |
|
|
2019
Q3 | $40K | Buy |
+1,242
| New | +$37.1K | ﹤0.01% | 1471 |
|
|
2019
Q1 | $49K | Sell |
1,115
-60
| -5% | -$2.5K | 0.01% | 980 |
|
|
2018
Q4 | $44K | Sell |
1,175
-274
| -19% | -$12K | ﹤0.01% | 1677 |
|
|
2018
Q3 | $67K | Sell |
1,449
-26
| -2% | -$1.38K | ﹤0.01% | 1725 |
|
|
2018
Q2 | $74K | Buy |
1,475
+1,132
| +330% | +$52K | ﹤0.01% | 1675 |
|
|
2018
Q1 | $20K | Hold |
343
| – | – | ﹤0.01% | 2383 |
|
|
2017
Q4 | $20K | Sell |
343
-210
| -38% | -$13.2K | ﹤0.01% | 2419 |
|
|
2017
Q3 | $40K | Sell |
553
-257
| -32% | -$18.9K | ﹤0.01% | 2126 |
|
|
2017
Q2 | $62K | Sell |
810
-8
| -1% | -$588 | ﹤0.01% | 1817 |
|
|
2017
Q1 | $60K | Sell |
818
-117
| -13% | -$8.91K | ﹤0.01% | 1813 |
|
|
2016
Q4 | $68K | Buy |
935
+215
| +30% | +$16.6K | ﹤0.01% | 1695 |
|
|
2016
Q3 | $57K | Buy |
720
+55
| +8% | +$4.43K | ﹤0.01% | 1725 |
|
|
2016
Q2 | $56K | Sell |
665
-450
| -40% | -$36.4K | ﹤0.01% | 1700 |
|
|
2016
Q1 | $49K | Buy |
1,115
+31
| +3% | +$2.38K | 0.01% | 980 |
|
|
2015
Q4 | $85K | Buy |
+1,084
| New | +$87.9K | 0.01% | 1266 |
|
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