Nicola Wealth Management’s Edgewell Personal Care EPC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.58M | Hold |
110,200
| – | – | 0.24% | 69 |
|
2025
Q1 | $3.44M | Hold |
110,200
| – | – | 0.34% | 62 |
|
2024
Q4 | $5.32M | Hold |
110,200
| – | – | 0.5% | 57 |
|
2024
Q3 | $5.42M | Buy |
110,200
+20,000
| +22% | +$983K | 0.43% | 59 |
|
2024
Q2 | $4.96M | Buy |
90,200
+16,000
| +22% | +$880K | 0.44% | 53 |
|
2024
Q1 | $3.88M | Hold |
74,200
| – | – | 0.38% | 68 |
|
2023
Q4 | $3.59M | Buy |
74,200
+20,000
| +37% | +$969K | 0.38% | 69 |
|
2023
Q3 | $2.71M | Hold |
54,200
| – | – | 0.29% | 73 |
|
2023
Q2 | $2.96M | Buy |
54,200
+19,000
| +54% | +$1.04M | 0.29% | 75 |
|
2023
Q1 | $2.02M | Hold |
35,200
| – | – | 0.2% | 89 |
|
2022
Q4 | $1.84M | Buy |
35,200
+10,000
| +40% | +$522K | 0.19% | 102 |
|
2022
Q3 | $1.29M | Buy |
25,200
+14,000
| +125% | +$718K | 0.14% | 109 |
|
2022
Q2 | $498K | Buy |
+11,200
| New | +$498K | 0.05% | 125 |
|