JFS Wealth Advisors’s Corpay CPAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.7K | Buy |
62
+1
| +2% | +$332 | ﹤0.01% | 761 |
|
|
2026
Q1 | $17.8K | Sell |
61
-8
| -12% | -$2.56K | ﹤0.01% | 768 |
|
|
2025
Q4 | $20.8K | Buy |
69
+23
| +50% | +$6.68K | ﹤0.01% | 737 |
|
|
2025
Q3 | $13.3K | Hold |
46
| – | – | ﹤0.01% | 815 |
|
|
2025
Q2 | $15.3K | Hold |
46
| – | – | ﹤0.01% | 722 |
|
|
2025
Q1 | $16K | Hold |
46
| – | – | ﹤0.01% | 729 |
|
|
2024
Q4 | $15.6K | Hold |
46
| – | – | ﹤0.01% | 709 |
|
|
2024
Q3 | $14.4K | Buy |
46
+2
| +5% | +$587 | ﹤0.01% | 729 |
|
|
2024
Q2 | $11.7K | Hold |
44
| – | – | ﹤0.01% | 747 |
|
|
2024
Q1 | $13.6K | Hold |
44
| – | – | ﹤0.01% | 721 |
|
|
2023
Q4 | $12.4K | Sell |
44
-7
| -14% | -$1.74K | ﹤0.01% | 712 |
|
|
2023
Q3 | $13K | Buy |
51
+7
| +16% | +$1.83K | ﹤0.01% | 642 |
|
|
2023
Q2 | $11K | Buy |
44
+12
| +38% | +$2.74K | ﹤0.01% | 699 |
|
|
2023
Q1 | $6.75K | Sell |
32
-3
| -9% | -$609 | ﹤0.01% | 879 |
|
|
2022
Q4 | $6.43K | Buy |
35
+17
| +94% | +$3.11K | ﹤0.01% | 888 |
|
|
2022
Q3 | $3K | Sell |
18
-15
| -45% | -$3.21K | ﹤0.01% | 1258 |
|
|
2022
Q2 | $7K | Sell |
33
-1
| -3% | -$238 | ﹤0.01% | 909 |
|
|
2022
Q1 | $8K | Buy |
34
+21
| +162% | +$4.98K | ﹤0.01% | 894 |
|
|
2021
Q4 | $3K | Buy |
+13
| New | +$3.1K | ﹤0.01% | 1008 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | -$1K | – | 576 |
|
|
2019
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 502 |
|
|
2019
Q3 | $1K | Buy |
+5
| New | +$1.45K | ﹤0.01% | 508 |
|
|
2016
Q2 | – | Sell |
-2
| Closed | – | – | 636 |
|
|
2016
Q1 | $0 | Buy |
+2
| New | +$260 | ﹤0.01% | 668 |
|
Other funds holding CPAY
WCM
CNB
YIH
VIP
FFM
APIM