WealthTrust Axiom’s Evolution Petroleum EPM Stock Holding History

WealthTrust Axiom’s Portfolio EPM Stock Details EPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.78M	Buy	2,136,216 +187,559	+10%	+$781K	2.41%	7
2025 Q4	$6.9M	Buy	1,948,657 +166,624	+9%	+$703K	1.77%	12
2025 Q3	$8.59M	Sell	1,782,033 -3,367	-0.2%	-$16.8K	2.3%	8
2025 Q2	$8.39M	Buy	1,785,400 +18,212	+1%	+$82.5K	2.47%	6
2025 Q1	$9.15M	Buy	1,767,188 +29,321	+2%	+$153K	2.79%	6
2024 Q4	$9.09M	Buy	1,737,867 +32,729	+2%	+$179K	2.71%	6
2024 Q3	$9.05M	Buy	1,705,138 +45,414	+3%	+$240K	2.68%	7
2024 Q2	$8.75M	Sell	1,659,724 -2,643	-0.2%	-$14.8K	2.9%	7
2024 Q1	$10.2M	Sell	1,662,367 -4,085	-0.2%	-$23.5K	3.29%	6
2023 Q4	$9.68M	Buy	1,666,452 +24,853	+2%	+$152K	3.24%	5
2023 Q3	$11.2M	Sell	1,641,599 -12,421	-0.8%	-$105K	4.04%	3
2023 Q2	$13.3M	Sell	1,654,020 -20,373	-1%	-$151K	4.43%	2
2023 Q1	$10.6M	Buy	1,674,393 +7,652	+0.5%	+$49K	3.6%	3
2022 Q4	$12.6M	Buy	1,666,741 +368	+0%	+$2.77K	4.39%	2
2022 Q3	$11.6M	Buy	1,666,373 +51,361	+3%	+$338K	4.42%	2
2022 Q2	$8.82M	Buy	1,615,012 +91,536	+6%	+$616K	3.14%	3
2022 Q1	$10.3M	Buy	1,523,476 +35,609	+2%	+$229K	3.23%	2
2021 Q4	$7.51M	Buy	1,487,867 +16,205	+1%	+$89.8K	2.4%	6
2021 Q3	$8.36M	Buy	1,471,662 +21,423	+1%	+$95.7K	2.83%	4
2021 Q2	$7.19M	Buy	1,450,239 +213,967	+17%	+$841K	2.31%	8
2021 Q1	$4.18M	Buy	1,236,272 +108,495	+10%	+$374K	1.41%	19
2020 Q4	$3.21M	Buy	1,127,777 +137,810	+14%	+$349K	1.17%	26
2020 Q3	$2.22M	Sell	989,967 -44,073	-4%	-$117K	0.96%	28
2020 Q2	$2.9M	Sell	1,034,040 -17,846	-2%	-$47.9K	1.27%	21
2020 Q1	$2.75M	Buy	1,051,886 +89,877	+9%	+$407K	1.35%	23
2019 Q4	$5.26M	Buy	962,009 +193,402	+25%	+$1.06M	1.76%	15
2019 Q3	$4.49M	Buy	768,607 +31,651	+4%	+$193K	1.59%	17
2019 Q2	$5.27M	Buy	736,956 +69,535	+10%	+$469K	1.83%	11
2019 Q1	$4.5M	Buy	667,421 +30,772	+5%	+$224K	1.6%	15
2018 Q4	$4.34M	Buy	636,649 +48,081	+8%	+$451K	1.78%	15
2018 Q3	$6.5M	Sell	588,568 -23,193	-4%	-$244K	2.19%	9
2018 Q2	$6.03M	Sell	611,761 -45,989	-7%	-$423K	2.13%	8
2018 Q1	$5.29M	Buy	657,750 +8,395	+1%	+$65.1K	1.93%	8
2017 Q4	$4.45M	Buy	649,355 +11,611	+2%	+$81.6K	1.65%	14
2017 Q3	$4.59M	Sell	637,744 -5,839	-0.9%	-$44.2K	1.75%	14
2017 Q2	$5.21M	Sell	643,583 -17,939	-3%	-$140K	1.96%	12
2017 Q1	$5.29M	Sell	661,522 -9,748	-1%	-$83.1K	1.94%	12
2016 Q4	$6.71M	Sell	671,270 -29,665	-4%	-$249K	2.44%	5
2016 Q3	$4.4M	Buy	700,935 +81,658	+13%	+$467K	1.64%	16
2016 Q2	$3.39M	Buy	619,277 +76,789	+14%	+$414K	1.3%	23
2016 Q1	$2.64M	Buy	542,488 +191,217	+54%	+$860K	1.04%	27
2015 Q4	$1.69M	Buy	351,271 +56,927	+19%	+$345K	0.67%	46
2015 Q3	$1.63M	Buy	294,344 +70,413	+31%	+$390K	0.68%	45
2015 Q2	$1.48M	Sell	223,931 -3,750	-2%	-$25.6K	0.54%	49
2015 Q1	$1.35M	Buy	227,681 +8,796	+4%	+$59.1K	0.48%	58
2014 Q4	$1.63M	Buy	218,885 +41,612	+23%	+$349K	0.58%	48
2014 Q3	$1.63M	Sell	177,273 -5,775	-3%	-$59.7K	0.58%	48
2014 Q2	$2M	Sell	183,048 -5,884	-3%	-$67.5K	0.68%	40
2014 Q1	$2.4M	Sell	188,932 -7,792	-4%	-$99.7K	0.87%	33
2013 Q4	$2.43M	Sell	196,724 -6,642	-3%	-$80K	0.93%	32
2013 Q3	$2.29M	Sell	203,366 -1,547	-0.8%	-$17.9K	0.94%	31
2013 Q2	$2.23M	Buy	+204,913	New	+$2.12M	0.96%	30