EWA
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EP Wealth Advisors’s Ashland ASH Stock Holding History

EP Wealth Advisors’s Portfolio ASH Stock Details ASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$264K Sell
5,243
-1,290
-20% -$64.9K ﹤0.01% 1094
2025
Q1 		$387K Buy
6,533
+3,607
+123% +$214K ﹤0.01% 799
2024
Q4 		$209K Buy
+2,926
New +$209K ﹤0.01% 1055