Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,964
Closed -$293K 2082
2025
Q4
$293K Buy
1,964
+146
+8% +$22K 0.02% 1225
2025
Q3
$286K Buy
1,818
+697
+62% +$115K 0.02% 1185
2025
Q2
$165K Sell
1,121
-4,283
-79% -$575K 0.02% 1234
2025
Q1
$849K Buy
5,404
+4,738
+711% +$780K 0.09% 339
2024
Q4
$117K Buy
666
+661
+13,220% +$124K 0.02% 1053
2024
Q3
$1.05K Sell
5
-9,483
-100% -$1.77M ﹤0.01% 1614
2024
Q2
$1.68M Buy
9,488
+9,484
+237,100% +$1.93M 0.23% 125
2024
Q1
$950 Sell
4
-3,573
-100% -$769K ﹤0.01% 1432
2023
Q4
$696K Buy
+3,577
New +$649K 0.15% 236

Other funds holding WEX