EP Wealth Advisors’s Corpay CPAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,075
| Closed | -$949K | – | 894 |
|
|
2024
Q1 | $949K | Buy |
3,075
+9
| +0.3% | +$2.78K | 0.01% | 387 |
|
|
2023
Q4 | $866K | Buy |
3,066
+458
| +18% | +$129K | 0.01% | 390 |
|
|
2023
Q3 | $666K | Sell |
2,608
-39,647
| -94% | -$10.1M | 0.01% | 404 |
|
|
2023
Q2 | $380K | Buy |
+42,255
| New | +$380K | 0.01% | 517 |
|