EP Wealth Advisors’s Toyota TM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$483K	Buy
2025 Q1	$421K	Sell
2024 Q4	$503K	Sell
2024 Q3	$517K	Buy
2024 Q2	$459K	Buy
2024 Q1	$519K	Buy
2023 Q4	$322K	Sell
2023 Q3	$414K	Sell
2023 Q2	$277K	Buy