EP Wealth Advisors’s BlackRock MuniHoldings California Quality Fund MUC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$147K	Sell
2025 Q1	$163K	Sell
2024 Q4	$189K	Buy
2024 Q3	$148K	Hold
2024 Q2	$143K	Hold
2024 Q1	$142K	Hold
2023 Q4	$143K	Hold
2023 Q3	$123K	Buy
2023 Q2	$124K	Sell
2023 Q1	$26M	Buy