EP Wealth Advisors’s WM Technology MAPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.41K | Hold |
10,500
| – | – | ﹤0.01% | 1419 |
|
|
2025
Q1 | $11.9K | Hold |
10,500
| – | – | ﹤0.01% | 1279 |
|
|
2024
Q4 | $14.5K | Sell |
10,500
-67
| -0.6% | -$92 | ﹤0.01% | 1232 |
|
|
2024
Q3 | $9.19K | Hold |
10,567
| – | – | ﹤0.01% | 1179 |
|
|
2024
Q2 | $11K | Buy |
+10,567
| New | +$11K | ﹤0.01% | 855 |
|
|
2024
Q1 | – | Sell |
-10,567
| Closed | -$7.61K | – | 858 |
|
|
2023
Q4 | $7.61K | Buy |
+10,567
| New | +$7.61K | ﹤0.01% | 812 |
|