EP Wealth Advisors’s HUB Group HUBG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,785	Closed	-$215K	–	1446
2025 Q1	$215K	Buy	5,785 +776	+15%	+$28.8K	﹤0.01%	1101
2024 Q4	$223K	Buy	+5,009	New	+$223K	﹤0.01%	1020