Williams Jones Wealth Management’s Epizyme, Inc EPZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-15,555
| Closed | -$23K | – | 601 |
|
2022
Q2 | $23K | Buy |
15,555
+4,500
| +41% | +$6.65K | ﹤0.01% | 560 |
|
2022
Q1 | $13K | Hold |
11,055
| – | – | ﹤0.01% | 525 |
|
2021
Q4 | $28K | Sell |
11,055
-76,745
| -87% | -$194K | ﹤0.01% | 489 |
|
2021
Q3 | $450K | Sell |
87,800
-40,498
| -32% | -$208K | 0.01% | 336 |
|
2021
Q2 | $1.07M | Buy |
128,298
+2,000
| +2% | +$16.6K | 0.01% | 243 |
|
2021
Q1 | $1.1M | Sell |
126,298
-15,021
| -11% | -$131K | 0.02% | 238 |
|
2020
Q4 | $1.54M | Buy |
141,319
+14,164
| +11% | +$154K | 0.03% | 206 |
|
2020
Q3 | $1.52M | Buy |
+127,155
| New | +$1.52M | 0.03% | 180 |
|