Institute for Wealth Management’s Global Payments GPN Stock Holding History

Institute for Wealth Management’s Portfolio GPN Stock Details GPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$271K	Sell
2025 Q1	$334K	Sell
2024 Q4	$388K	Buy
2024 Q3	$349K	Buy
2024 Q2	$329K	Buy
2021 Q3	–	Sell
2021 Q2	$206K	Hold
2021 Q1	$221K	Sell
2020 Q4	$256K	Buy
2020 Q3	$210K	Buy