EP Wealth Advisors’s Sabre SABR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$260K	Sell
2025 Q1	$232K	Sell
2024 Q4	$303K	Hold
2024 Q3	$305K	Sell
2024 Q2	$263K	Buy
2024 Q1	$238K	Buy
2023 Q4	$410K	Buy
2023 Q3	$418K	Buy
2023 Q2	$281K	Buy