EP Wealth Advisors’s ICICI Bank IBN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$334K	Buy	9,933 +2,517	+34%	+$84.7K	﹤0.01%	958
2025 Q1	$234K	Buy	+7,416	New	+$234K	﹤0.01%	1052
2022 Q3	–	Sell	-10,335	Closed	-$183K	–	457
2022 Q2	$183K	Buy	+10,335	New	+$183K	﹤0.01%	589