EP Wealth Advisors’s Blend Labs BLND Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$756K Sell
229,002
-272
-0.1% -$898 0.01% 639
2025
Q1
$768K Buy
229,274
+272
+0.1% +$911 0.01% 564
2024
Q4
$964K Hold
229,002
0.01% 510
2024
Q3
$859K Buy
229,002
+16,161
+8% +$60.6K 0.01% 530
2024
Q2
$502K Buy
212,841
+16,084
+8% +$38K 0.01% 533
2024
Q1
$639K Buy
196,757
+14,754
+8% +$48K 0.01% 461
2023
Q4
$464K Buy
182,003
+11,448
+7% +$29.2K 0.01% 504
2023
Q3
$234K Buy
+170,555
New +$234K ﹤0.01% 620