EP Wealth Advisors’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Buy |
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|
2025
Q1 | $683K | Buy |
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|
2024
Q4 | $834K | Buy |
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|
2024
Q3 | $734K | Buy |
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|
2024
Q2 | $654K | Sell |
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|
2024
Q1 | $622K | Sell |
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|
2023
Q4 | $595K | Buy |
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|
2023
Q3 | $528K | Buy |
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|
2023
Q2 | $497K | Sell |
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|
2023
Q1 | $3.28M | Buy |
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|
2022
Q4 | $270K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $394K | Buy |
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|
2022
Q1 | $418K | Sell |
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|
2021
Q4 | $536K | Sell |
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|
2021
Q3 | $472K | Buy |
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|
2021
Q2 | $485K | Buy |
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|
2021
Q1 | $447K | Sell |
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|
2020
Q4 | $571K | Buy |
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|
2020
Q3 | $465K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $500K | Sell |
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|
2019
Q4 | $598K | Buy |
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