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EP Wealth Advisors’s Eagle Materials EXP Stock Holding History

EP Wealth Advisors’s Portfolio EXP Stock Details EXP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-824
Closed -$203K – 1316
2024
Q4 		$203K Buy
824
+3
+0.4% +$740 ﹤0.01% 1075
2024
Q3 		$236K Buy
+821
New +$236K ﹤0.01% 965