EP Wealth Advisors’s World Kinect Corp WKC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$278K	Sell	9,805 -478	-5%	-$13.6K	﹤0.01%	1064
2025 Q1	$292K	Buy	10,283 +2,679	+35%	+$76K	﹤0.01%	923
2024 Q4	$209K	Buy	7,604 +1,104	+17%	+$30.4K	﹤0.01%	1054
2024 Q3	$201K	Buy	+6,500	New	+$201K	﹤0.01%	1047