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Wealthspire Advisors (New York)’s Enerpac Tool Group EPAC Stock Holding History

Wealthspire Advisors (New York)’s Portfolio EPAC Stock Details EPAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,577
Closed -$147K – 1580
2025
Q3 		$147K Buy
+3,577
New +$144K ﹤0.01% 895
2025
Q2 		– Sell
-5,790
Closed -$260K – 856
2025
Q1 		$260K Hold
5,790
– – ﹤0.01% 675
2024
Q4 		$238K Buy
+5,790
New +$265K ﹤0.01% 700
2021
Q2 		– Sell
-11,271
Closed -$294K – 469
2021
Q1 		$294K Buy
11,271
+1,611
+17% +$38.3K 0.01% 556
2020
Q4 		$218K Buy
+9,660
New +$202K 0.01% 529

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