SageView Advisory Group’s Edgewell Personal Care EPC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $288K | Buy |
11,000
+2,000
| +22% | +$52.4K | 0.01% | 505 |
|
2025
Q1 | $281K | Hold |
9,000
| – | – | 0.01% | 490 |
|
2024
Q4 | $302K | Hold |
9,000
| – | – | 0.01% | 463 |
|
2024
Q3 | $327K | Sell |
9,000
-86
| -0.9% | -$3.13K | 0.02% | 368 |
|
2024
Q2 | $365K | Buy |
9,086
+68
| +0.8% | +$2.73K | 0.02% | 395 |
|
2024
Q1 | $348K | Buy |
9,018
+18
| +0.2% | +$696 | 0.02% | 385 |
|
2023
Q4 | $339K | Buy |
+9,000
| New | +$339K | 0.01% | 476 |
|