EP Wealth Advisors’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
2,341
+240
| +11% | +$47K | ﹤0.01% | 811 |
|
|
2025
Q1 | $237K | Sell |
2,101
-100
| -5% | -$11.3K | ﹤0.01% | 1044 |
|
|
2024
Q4 | $237K | Buy |
+2,201
| New | +$237K | ﹤0.01% | 980 |
|
|
2022
Q2 | – | Sell |
-3,688
| Closed | -$441K | – | 676 |
|
|
2022
Q1 | $441K | Buy |
3,688
+73
| +2% | +$8.73K | 0.01% | 403 |
|
|
2021
Q4 | $475K | Sell |
3,615
-39
| -1% | -$5.12K | 0.01% | 367 |
|
|
2021
Q3 | $412K | Buy |
3,654
+25
| +0.7% | +$2.82K | 0.01% | 368 |
|
|
2021
Q2 | $384K | Buy |
+3,629
| New | +$384K | 0.01% | 388 |
|