EP Wealth Advisors’s STAG Industrial STAG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$255K	Sell
2024 Q4	$253K	Sell
2024 Q3	$308K	Buy