Wealth Enhancement Advisory Services
BPOP icon

Wealth Enhancement Advisory Services’s Popular Inc BPOP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.07M Buy
32,630
+7,151
+28% +$959K 0.01% 995
2025
Q4 		$3.31M Sell
25,479
-6,919
-21% -$818K ﹤0.01% 1228
2025
Q3 		$4.06M Buy
32,398
+12,603
+64% +$1.51M 0.01% 1053
2025
Q2 		$2.26M Buy
19,795
+7,539
+62% +$745K ﹤0.01% 1297
2025
Q1 		$1.13M Buy
12,256
+6,281
+105% +$611K ﹤0.01% 1539
2024
Q4 		$562K Buy
5,975
+1,057
+21% +$101K ﹤0.01% 1905
2024
Q3 		$493K Buy
4,918
+1,103
+29% +$107K ﹤0.01% 1842
2024
Q2 		$337K Buy
3,815
+692
+22% +$60.1K ﹤0.01% 1898
2024
Q1 		$275K Buy
3,123
+185
+6% +$15.5K ﹤0.01% 1977
2023
Q4 		$241K Buy
+2,938
New +$208K ﹤0.01% 1983

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VCM
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Fidelity Investments
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return