Advisornet Financial’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $157 | Hold |
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|
2024
Q4 | $175 | Sell |
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|
2024
Q3 | $16.4K | Buy |
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|
2024
Q2 | $13.1K | Sell |
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|
2024
Q1 | $18.3K | Hold |
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|
2023
Q4 | $15K | Sell |
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|
2023
Q3 | $23.5K | Sell |
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|
2023
Q2 | $23.1K | Sell |
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|
2023
Q1 | $24.1K | Buy |
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|
2022
Q4 | $21.3K | Sell |
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|
2022
Q3 | $17K | Sell |
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|
2022
Q2 | $22K | Buy |
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|
2022
Q1 | $23K | Buy |
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|
2021
Q4 | $18K | Hold |
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|
2021
Q3 | $22K | Hold |
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|
2021
Q2 | $24K | Hold |
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|
2021
Q1 | $26K | Hold |
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|
2020
Q4 | $25K | Sell |
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|
2020
Q3 | $19K | Hold |
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|
2020
Q2 | $22K | Buy |
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|
2020
Q1 | $13K | Hold |
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|
2019
Q4 | $26K | Hold |
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|
2019
Q3 | $25K | Buy |
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|
2019
Q2 | $24K | Buy |
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|
2019
Q1 | $10K | Hold |
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|
2018
Q4 | $8K | Hold |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $10K | Hold |
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|
2018
Q1 | $8K | Hold |
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|
2017
Q4 | $8K | Buy |
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