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EP Wealth Advisors’s Olo Inc OLO Stock Holding History

EP Wealth Advisors’s Portfolio OLO Stock Details OLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$363K Sell
40,803
-5,623
-12% -$50K ﹤0.01% 921
2025
Q1 		$280K Buy
46,426
+10,084
+28% +$60.9K ﹤0.01% 948
2024
Q4 		$279K Buy
36,342
+4,260
+13% +$32.7K ﹤0.01% 901
2024
Q3 		$159K Buy
+32,082
New +$159K ﹤0.01% 1092