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