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 |
-1
| Closed | -$157 | – | 2378 |
|
|
2025
Q1 | $157 | Hold |
1
| – | – | ﹤0.01% | 2091 |
|
|
2024
Q4 | $175 | Sell |
1
-77
| -99% | -$14.4K | ﹤0.01% | 1892 |
|
|
2024
Q3 | $16.4K | Buy |
78
+4
| +5% | +$746 | ﹤0.01% | 1280 |
|
|
2024
Q2 | $13.1K | Sell |
74
-3
| -4% | -$612 | ﹤0.01% | 1228 |
|
|
2024
Q1 | $18.3K | Hold |
77
| – | – | ﹤0.01% | 1101 |
|
|
2023
Q4 | $15K | Sell |
77
-48
| -38% | -$8.71K | ﹤0.01% | 1186 |
|
|
2023
Q3 | $23.5K | Sell |
125
-2
| -2% | -$386 | ﹤0.01% | 984 |
|
|
2023
Q2 | $23.1K | Sell |
127
-4
| -3% | -$708 | ﹤0.01% | 1033 |
|
|
2023
Q1 | $24.1K | Buy |
131
+1
| +0.8% | +$182 | ﹤0.01% | 1015 |
|
|
2022
Q4 | $21.3K | Sell |
130
-2
| -2% | -$311 | ﹤0.01% | 1037 |
|
|
2022
Q3 | $17K | Sell |
132
-11
| -8% | -$1.73K | ﹤0.01% | 1181 |
|
|
2022
Q2 | $22K | Buy |
143
+15
| +12% | +$2.46K | ﹤0.01% | 1102 |
|
|
2022
Q1 | $23K | Buy |
128
+3
| +2% | +$489 | ﹤0.01% | 1209 |
|
|
2021
Q4 | $18K | Hold |
125
| – | – | ﹤0.01% | 1320 |
|
|
2021
Q3 | $22K | Hold |
125
| – | – | ﹤0.01% | 1228 |
|
|
2021
Q2 | $24K | Hold |
125
| – | – | ﹤0.01% | 1181 |
|
|
2021
Q1 | $26K | Hold |
125
| – | – | ﹤0.01% | 1125 |
|
|
2020
Q4 | $25K | Sell |
125
-10
| -7% | -$1.68K | ﹤0.01% | 1076 |
|
|
2020
Q3 | $19K | Hold |
135
| – | – | ﹤0.01% | 1117 |
|
|
2020
Q2 | $22K | Buy |
135
+10
| +8% | +$1.37K | ﹤0.01% | 1099 |
|
|
2020
Q1 | $13K | Hold |
125
| – | – | ﹤0.01% | 1209 |
|
|
2019
Q4 | $26K | Hold |
125
| – | – | ﹤0.01% | 1112 |
|
|
2019
Q3 | $25K | Buy |
125
+12
| +11% | +$2.49K | ﹤0.01% | 1133 |
|
|
2019
Q2 | $24K | Buy |
113
+59
| +109% | +$11.9K | ﹤0.01% | 1014 |
|
|
2019
Q1 | $10K | Hold |
54
| – | – | ﹤0.01% | 1186 |
|
|
2018
Q4 | $8K | Hold |
54
| – | – | ﹤0.01% | 1158 |
|
|
2018
Q3 | $11K | Hold |
54
| – | – | ﹤0.01% | 1101 |
|
|
2018
Q2 | $10K | Hold |
54
| – | – | ﹤0.01% | 1147 |
|
|
2018
Q1 | $8K | Hold |
54
| – | – | ﹤0.01% | 1151 |
|
|
2017
Q4 | $8K | Buy |
+54
| New | +$6.76K | ﹤0.01% | 1047 |
|
Other funds holding WEX
IC
PCM
Advisornet Financial's WEX Position: Q2 2025 in Review
Advisornet Financial sold out of WEX (WEX) in Q2 2025, closing a stake of 1 share — an estimated $157 sold.
Advisornet Financial first reported a position in WEX in Q4 2017 and held it in 30 quarters. The position peaked at $26K in Q1 2021. 386 funds tracked by Wall St. Rank hold WEX as of Q2 2025.
- Advisornet Financial reported no remaining WEX position as of Q2 2025 after selling out during the quarter.
- Advisornet Financial sold 1 WEX share in Q2 2025, an estimated $157.
- Advisornet Financial first reported a position in WEX in Q4 2017 and held it in 30 quarters.
- Advisornet Financial's WEX position peaked at $26K in Q1 2021.
- 386 funds tracked by Wall St. Rank held WEX as of Q2 2025.
Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.