EP Wealth Advisors’s DoorDash DASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$625K Sell
2,536
-3,060
-55% -$754K ﹤0.01% 702
2025
Q1
$1.02M Sell
5,596
-64
-1% -$11.7K 0.01% 494
2024
Q4
$949K Sell
5,660
-149
-3% -$25K 0.01% 515
2024
Q3
$829K Buy
+5,809
New +$829K 0.01% 541