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EP Wealth Advisors’s Blackbaud BLKB Stock Holding History

EP Wealth Advisors’s Portfolio BLKB Stock Details BLKB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$228K Sell
3,553
-744
-17% -$47.8K ﹤0.01% 1171
2025
Q1 		$267K Buy
4,297
+454
+12% +$28.2K ﹤0.01% 975
2024
Q4 		$284K Buy
3,843
+372
+11% +$27.5K ﹤0.01% 890
2024
Q3 		$294K Buy
+3,471
New +$294K ﹤0.01% 871