Allworth 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 | $7.05K | Buy |
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|
2025
Q1 | $5.46K | Hold |
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|
2024
Q4 | $7.68K | Sell |
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|
2024
Q3 | $9.65K | Hold |
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|
2024
Q2 | $8.49K | Buy |
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|
2024
Q1 | $2.38K | Sell |
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|
2023
Q4 | $2.14K | Hold |
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|
2023
Q3 | $2.07K | Buy |
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|
2023
Q2 | $183 | Hold |
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|
2023
Q1 | $184 | Hold |
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|
2022
Q4 | $164 | Buy |
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