EP Wealth Advisors’s CyberArk CYBR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Sell
661
-83
-11% -$33.8K ﹤0.01% 1084
2025
Q1
$251K Sell
744
-86
-10% -$29.1K ﹤0.01% 1014
2024
Q4
$277K Buy
830
+76
+10% +$25.3K ﹤0.01% 908
2024
Q3
$220K Buy
754
+11
+1% +$3.21K ﹤0.01% 997
2024
Q2
$203K Buy
+743
New +$203K ﹤0.01% 755