Ep Wealth Advisors, LLC GE HEALTHCARE TECHNOLOGIES I Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025
Number of Shares
18,076
Previous 15,542 16.3%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
2,534 Added 16.3%
18,076 $0
Q1 2025

May 15, 2025
BUY
N/A
7,377 Added 90.35%
15,542 $0
Q4 2024

Feb 13, 2025
SELL
N/A
-113 Reduced 1.37%
8,165 $0
Q3 2024

Nov 14, 2024
BUY
N/A
1,691 Added 25.67%
8,278 $0
Q2 2024

Aug 19, 2024
BUY
N/A
207 Added 3.24%
6,587 $0
Q1 2024

May 14, 2024
BUY
N/A
956 Added 17.63%
6,380 $0
Q4 2023

Feb 28, 2024
SELL
N/A
-236 Reduced 4.17%
5,424 $0
Q3 2023

Nov 22, 2023
SELL
N/A
-37,349 Reduced 86.84%
5,660 $0
Q2 2023

Aug 14, 2023
BUY
N/A
27,358 Added 174.8%
43,009 $0
Q1 2023

Jun 05, 2023
BUY
N/A
15,651 New
15,651 $0
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