Allworth 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 | $7.05K | Buy |
48
+6
| +14% | +$881 | ﹤0.01% | 3066 |
|
|
2025
Q1 | $5.46K | Hold |
42
| – | – | ﹤0.01% | 2705 |
|
|
2024
Q4 | $7.68K | Sell |
42
-4
| -9% | -$731 | ﹤0.01% | 2556 |
|
|
2024
Q3 | $9.65K | Hold |
46
| – | – | ﹤0.01% | 2271 |
|
|
2024
Q2 | $8.49K | Buy |
46
+36
| +360% | +$6.65K | ﹤0.01% | 2287 |
|
|
2024
Q1 | $2.38K | Sell |
10
-1
| -9% | -$238 | ﹤0.01% | 2747 |
|
|
2023
Q4 | $2.14K | Hold |
11
| – | – | ﹤0.01% | 2651 |
|
|
2023
Q3 | $2.07K | Buy |
11
+10
| +1,000% | +$1.88K | ﹤0.01% | 2528 |
|
|
2023
Q2 | $183 | Hold |
1
| – | – | ﹤0.01% | 3119 |
|
|
2023
Q1 | $184 | Hold |
1
| – | – | ﹤0.01% | 3024 |
|
|
2022
Q4 | $164 | Buy |
+1
| New | +$164 | ﹤0.01% | 2828 |
|