MGIA
Moneta Group Investment Advisors’s Edgewell Personal Care EPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Buy |
31,437
+114
| +0.4% | +$2.67K | 0.01% | 356 |
|
|
2025
Q1 | $978K | Buy |
+31,323
| New | +$978K | 0.01% | 294 |
|
|
2024
Q3 | – | Sell |
-5,103
| Closed | -$205K | – | 656 |
|
|
2024
Q2 | $205K | Sell |
5,103
-135
| -3% | -$5.43K | ﹤0.01% | 574 |
|
|
2024
Q1 | $202K | Buy |
+5,238
| New | +$202K | ﹤0.01% | 573 |
|
|
2023
Q3 | – | Sell |
-4,966
| Closed | -$205K | – | 539 |
|
|
2023
Q2 | $205K | Buy |
4,966
+135
| +3% | +$5.58K | ﹤0.01% | 512 |
|
|
2023
Q1 | $205K | Buy |
+4,831
| New | +$205K | ﹤0.01% | 496 |
|
|
2018
Q4 | – | Sell |
-4,979
| Closed | -$230K | – | 222 |
|
|
2018
Q3 | $230K | Sell |
4,979
-351
| -7% | -$16.2K | 0.02% | 203 |
|
|
2018
Q2 | $269K | Sell |
5,330
-100
| -2% | -$5.05K | 0.03% | 218 |
|
|
2018
Q1 | $265K | Sell |
5,430
-119
| -2% | -$5.81K | 0.04% | 165 |
|
|
2017
Q4 | $330K | Sell |
5,549
-500
| -8% | -$29.7K | 0.05% | 148 |
|
|
2017
Q3 | $440K | Sell |
6,049
-170
| -3% | -$12.4K | 0.07% | 135 |
|
|
2017
Q2 | $473K | Hold |
6,219
| – | – | 0.08% | 127 |
|
|
2017
Q1 | $455K | Sell |
6,219
-100
| -2% | -$7.32K | 0.09% | 91 |
|
|
2016
Q4 | $461K | Buy |
6,319
+100
| +2% | +$7.3K | 0.09% | 97 |
|
|
2016
Q3 | $495K | Hold |
6,219
| – | – | 0.11% | 79 |
|
|
2016
Q2 | $525K | Hold |
6,219
| – | – | 0.11% | 107 |
|
|
2016
Q1 | $501K | Hold |
6,219
| – | – | 0.11% | 106 |
|
|
2015
Q4 | $487K | Buy |
6,219
+51
| +0.8% | +$3.99K | 0.12% | 81 |
|
|
2015
Q3 | $310K | Buy |
+6,168
| New | +$310K | 0.09% | 99 |
|
|
2015
Q2 | – | Sell |
-6,419
| Closed | -$886K | – | 134 |
|
|
2015
Q1 | $886K | Buy |
6,419
+914
| +17% | +$126K | 0.38% | 42 |
|
|
2014
Q4 | $708K | Sell |
5,505
-97
| -2% | -$12.5K | 0.34% | 49 |
|
|
2014
Q3 | $690K | Hold |
5,602
| – | – | 0.36% | 49 |
|
|
2014
Q2 | $684K | Hold |
5,602
| – | – | 0.37% | 48 |
|
|
2014
Q1 | $564K | Sell |
5,602
-78
| -1% | -$7.85K | 0.33% | 50 |
|
|
2013
Q4 | $615K | Sell |
5,680
-144
| -2% | -$15.6K | 0.37% | 46 |
|
|
2013
Q3 | $531K | Sell |
5,824
-400
| -6% | -$36.5K | 0.35% | 54 |
|
|
2013
Q2 | $626K | Buy |
+6,224
| New | +$626K | 0.44% | 44 |
|