EP Wealth Advisors’s Mid-America Apartment Communities MAA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$548K Buy
3,699
+477
+15% +$70.6K ﹤0.01% 750
2025
Q1
$540K Buy
3,222
+17
+0.5% +$2.85K ﹤0.01% 679
2024
Q4
$495K Sell
3,205
-236
-7% -$36.5K ﹤0.01% 697
2024
Q3
$547K Buy
+3,441
New +$547K ﹤0.01% 660