EP Wealth Advisors’s WM Technology MAPS Stock Holding History

EP Wealth Advisors’s Portfolio MAPS Stock Details MAPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.41K	Hold
2025 Q1	$11.9K	Hold
2024 Q4	$14.5K	Sell
2024 Q3	$9.19K	Hold
2024 Q2	$11K	Buy
2024 Q1	–	Sell
2023 Q4	$7.61K	Buy