EP Wealth Advisors’s Datadog DDOG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,588
Closed -$370K 1304
2024
Q4
$370K Sell
2,588
-215
-8% -$30.7K ﹤0.01% 785
2024
Q3
$323K Buy
+2,803
New +$323K ﹤0.01% 827