EWA
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EP Wealth Advisors’s PagerDuty PD Stock Holding History

EP Wealth Advisors’s Portfolio PD Stock Details PD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$210K Sell
13,728
-630
-4% -$9.63K ﹤0.01% 1228
2025
Q1 		$262K Buy
+14,358
New +$262K ﹤0.01% 988