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EP Wealth Advisors’s Restaurant Brands International QSR Stock Holding History

EP Wealth Advisors’s Portfolio QSR Stock Details QSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,426
Closed -$223K – 1357
2024
Q4 		$223K Buy
3,426
+576
+20% +$37.5K ﹤0.01% 1019
2024
Q3 		$206K Buy
+2,850
New +$206K ﹤0.01% 1032