WCM Investment Management’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $31.7M | Buy |
433,226
+26,777
| +7% | +$1.96M | 0.07% | 55 |
|
2025
Q1 | $25.2M | Sell |
406,449
-26,699
| -6% | -$1.65M | 0.06% | 62 |
|
2024
Q4 | $31.7M | Sell |
433,148
-46,583
| -10% | -$3.41M | 0.07% | 62 |
|
2024
Q3 | $47.4M | Buy |
479,731
+15,294
| +3% | +$1.51M | 0.11% | 55 |
|
2024
Q2 | $33.5M | Sell |
464,437
-1,745
| -0.4% | -$126K | 0.08% | 62 |
|
2024
Q1 | $36.6M | Sell |
466,182
-117,134
| -20% | -$9.2M | 0.09% | 61 |
|
2023
Q4 | $47.3M | Sell |
583,316
-7,863
| -1% | -$638K | 0.13% | 52 |
|
2023
Q3 | $37.6M | Sell |
591,179
-108,757
| -16% | -$6.93M | 0.11% | 50 |
|
2023
Q2 | $39.3M | Buy |
699,936
+2,083
| +0.3% | +$117K | 0.12% | 51 |
|
2023
Q1 | $34.2M | Sell |
697,853
-6,928
| -1% | -$340K | 0.11% | 53 |
|
2022
Q4 | $31.2M | Sell |
704,781
-100,984
| -13% | -$4.47M | 0.1% | 59 |
|
2022
Q3 | $33.4M | Buy |
805,765
+13,495
| +2% | +$560K | 0.12% | 53 |
|
2022
Q2 | $41.9M | Sell |
792,270
-234,435
| -23% | -$12.4M | 0.15% | 52 |
|
2022
Q1 | $57.6M | Buy |
1,026,705
+18,770
| +2% | +$1.05M | 0.16% | 46 |
|
2021
Q4 | $54.3M | Sell |
1,007,935
-8,015
| -0.8% | -$432K | 0.12% | 45 |
|
2021
Q3 | $52.1M | Buy |
1,015,950
+40,414
| +4% | +$2.07M | 0.12% | 45 |
|
2021
Q2 | $42.3M | Buy |
975,536
+236,008
| +32% | +$10.2M | 0.11% | 42 |
|
2021
Q1 | $36.8M | Buy |
739,528
+93,940
| +15% | +$4.68M | 0.1% | 45 |
|
2020
Q4 | $28.4M | Buy |
645,588
+10,604
| +2% | +$466K | 0.08% | 49 |
|
2020
Q3 | $23.2M | Buy |
634,984
+113,912
| +22% | +$4.17M | 0.08% | 50 |
|
2020
Q2 | $18.4M | Buy |
521,072
+20,984
| +4% | +$742K | 0.07% | 52 |
|
2020
Q1 | $15.7M | Buy |
500,088
+18,744
| +4% | +$587K | 0.09% | 47 |
|
2019
Q4 | $20.3M | Buy |
481,344
+82,466
| +21% | +$3.48M | 0.11% | 43 |
|
2019
Q3 | $15.2M | Buy |
398,878
+118,356
| +42% | +$4.5M | 0.09% | 43 |
|
2019
Q2 | $9.67M | Buy |
280,522
+179,286
| +177% | +$6.18M | 0.06% | 55 |
|
2019
Q1 | $4.48M | Buy |
101,236
+43,728
| +76% | +$1.94M | 0.03% | 64 |
|
2018
Q4 | $2.05M | Buy |
+57,508
| New | +$2.05M | 0.02% | 72 |
|