Advisornet Financial’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$157 | – | 2351 |
|
|
2025
Q1 | $157 | Hold |
1
| – | – | ﹤0.01% | 2068 |
|
|
2024
Q4 | $175 | Sell |
1
-77
| -99% | -$13.5K | ﹤0.01% | 1874 |
|
|
2024
Q3 | $16.4K | Buy |
78
+4
| +5% | +$839 | ﹤0.01% | 1270 |
|
|
2024
Q2 | $13.1K | Sell |
74
-3
| -4% | -$531 | ﹤0.01% | 1217 |
|
|
2024
Q1 | $18.3K | Hold |
77
| – | – | ﹤0.01% | 1101 |
|
|
2023
Q4 | $15K | Sell |
77
-48
| -38% | -$9.34K | ﹤0.01% | 1186 |
|
|
2023
Q3 | $23.5K | Sell |
125
-2
| -2% | -$376 | ﹤0.01% | 984 |
|
|
2023
Q2 | $23.1K | Sell |
127
-4
| -3% | -$728 | ﹤0.01% | 1033 |
|
|
2023
Q1 | $24.1K | Buy |
131
+1
| +0.8% | +$184 | ﹤0.01% | 1015 |
|
|
2022
Q4 | $21.3K | Sell |
130
-2
| -2% | -$327 | ﹤0.01% | 1037 |
|
|
2022
Q3 | $17K | Sell |
132
-11
| -8% | -$1.42K | ﹤0.01% | 1166 |
|
|
2022
Q2 | $22K | Buy |
143
+15
| +12% | +$2.31K | ﹤0.01% | 1094 |
|
|
2022
Q1 | $23K | Buy |
128
+3
| +2% | +$539 | ﹤0.01% | 1201 |
|
|
2021
Q4 | $18K | Hold |
125
| – | – | ﹤0.01% | 1310 |
|
|
2021
Q3 | $22K | Hold |
125
| – | – | ﹤0.01% | 1221 |
|
|
2021
Q2 | $24K | Hold |
125
| – | – | ﹤0.01% | 1170 |
|
|
2021
Q1 | $26K | Hold |
125
| – | – | ﹤0.01% | 1115 |
|
|
2020
Q4 | $25K | Sell |
125
-10
| -7% | -$2K | ﹤0.01% | 1068 |
|
|
2020
Q3 | $19K | Hold |
135
| – | – | ﹤0.01% | 1104 |
|
|
2020
Q2 | $22K | Buy |
135
+10
| +8% | +$1.63K | ﹤0.01% | 1086 |
|
|
2020
Q1 | $13K | Hold |
125
| – | – | ﹤0.01% | 1201 |
|
|
2019
Q4 | $26K | Hold |
125
| – | – | ﹤0.01% | 1107 |
|
|
2019
Q3 | $25K | Buy |
125
+12
| +11% | +$2.4K | ﹤0.01% | 1126 |
|
|
2019
Q2 | $24K | Buy |
113
+59
| +109% | +$12.5K | ﹤0.01% | 1009 |
|
|
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 | +$8K | ﹤0.01% | 1047 |
|