EP Wealth Advisors’s Snap SNAP Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$497K	Buy
2025 Q1	$470K	Buy
2024 Q4	$560K	Buy
2024 Q3	$521K	Buy
2024 Q2	$703K	Buy
2024 Q1	$447K	Buy
2023 Q4	$343K	Buy
2023 Q3	$152K	Buy
2023 Q2	$204K	Buy
2023 Q1	$502K	Sell
2022 Q4	$122K	Buy