Amalgamated Bank’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
15,680
-887
| -5% | -$130K | 0.02% | 721 |
|
|
2025
Q1 | $2.6M | Sell |
16,567
-2,372
| -13% | -$372K | 0.02% | 667 |
|
|
2024
Q4 | $3.32M | Sell |
18,939
-747
| -4% | -$131K | 0.03% | 578 |
|
|
2024
Q3 | $4.13M | Sell |
19,686
-5,265
| -21% | -$1.1M | 0.03% | 474 |
|
|
2024
Q2 | $4.42M | Sell |
24,951
-652
| -3% | -$116K | 0.04% | 481 |
|
|
2024
Q1 | $6.08M | Sell |
25,603
-3,217
| -11% | -$764K | 0.05% | 362 |
|
|
2023
Q4 | $5.61M | Sell |
28,820
-384
| -1% | -$74.7K | 0.04% | 414 |
|
|
2023
Q3 | $5.49M | Sell |
29,204
-79
| -0.3% | -$14.9K | 0.05% | 387 |
|
|
2023
Q2 | $5.33M | Sell |
29,283
-2,276
| -7% | -$414K | 0.04% | 396 |
|
|
2023
Q1 | $5.8M | Sell |
31,559
-1,700
| -5% | -$313K | 0.05% | 359 |
|
|
2022
Q4 | $5.44M | Buy |
33,259
+144
| +0.4% | +$23.6K | 0.05% | 421 |
|
|
2022
Q3 | $4.2M | Buy |
33,115
+108
| +0.3% | +$13.7K | 0.04% | 465 |
|
|
2022
Q2 | $5.14M | Buy |
33,007
+333
| +1% | +$51.8K | 0.05% | 404 |
|
|
2022
Q1 | $5.83M | Sell |
32,674
-389
| -1% | -$69.4K | 0.05% | 395 |
|
|
2021
Q4 | $4.64M | Buy |
33,063
+1,150
| +4% | +$161K | 0.03% | 559 |
|
|
2021
Q3 | $5.62M | Sell |
31,913
-3,314
| -9% | -$584K | 0.05% | 429 |
|
|
2021
Q2 | $6.83M | Buy |
35,227
+29,467
| +512% | +$5.71M | 0.05% | 355 |
|
|
2021
Q1 | $1.21M | Sell |
5,760
-399
| -6% | -$83.5K | 0.05% | 446 |
|
|
2020
Q4 | $1.25M | Buy |
6,159
+19
| +0.3% | +$3.87K | 0.05% | 415 |
|
|
2020
Q3 | $853K | Buy |
6,140
+64
| +1% | +$8.89K | 0.04% | 533 |
|
|
2020
Q2 | $1M | Sell |
6,076
-5,580
| -48% | -$921K | 0.05% | 423 |
|
|
2020
Q1 | $1.22M | Sell |
11,656
-303
| -3% | -$31.7K | 0.03% | 532 |
|
|
2019
Q4 | $2.51M | Buy |
11,959
+671
| +6% | +$141K | 0.05% | 389 |
|
|
2019
Q3 | $2.28M | Buy |
11,288
+1,377
| +14% | +$278K | 0.05% | 374 |
|
|
2019
Q2 | $2.06M | Buy |
9,911
+101
| +1% | +$21K | 0.05% | 377 |
|
|
2019
Q1 | $1.88M | Buy |
9,810
+135
| +1% | +$25.9K | 0.05% | 412 |
|
|
2018
Q4 | $1.36M | Buy |
9,675
+3,599
| +59% | +$504K | 0.04% | 503 |
|
|
2018
Q3 | $1.22M | Sell |
6,076
-3,972
| -40% | -$798K | 0.03% | 567 |
|
|
2018
Q2 | $1.91M | Buy |
10,048
+1,452
| +17% | +$277K | 0.05% | 411 |
|
|
2018
Q1 | $1.35M | Buy |
8,596
+415
| +5% | +$65K | 0.04% | 552 |
|
|
2017
Q4 | $1.16M | Buy |
8,181
+436
| +6% | +$61.6K | 0.03% | 637 |
|
|
2017
Q3 | $869K | Sell |
7,745
-130
| -2% | -$14.6K | 0.03% | 723 |
|
|
2017
Q2 | $821K | Buy |
7,875
+1,673
| +27% | +$174K | 0.03% | 752 |
|
|
2017
Q1 | $642K | Sell |
6,202
-1,241
| -17% | -$128K | 0.03% | 691 |
|
|
2016
Q4 | $831K | Buy |
7,443
+716
| +11% | +$79.9K | 0.04% | 578 |
|
|
2016
Q3 | $727K | Sell |
6,727
-10
| -0.1% | -$1.08K | 0.04% | 530 |
|
|
2016
Q2 | $634K | Buy |
6,737
+1,987
| +42% | +$187K | 0.04% | 620 |
|
|
2016
Q1 | $396K | Buy |
4,750
+358
| +8% | +$29.8K | 0.04% | 688 |
|
|
2015
Q4 | $388K | Sell |
4,392
-301
| -6% | -$26.6K | 0.05% | 591 |
|
|
2015
Q3 | $408K | Buy |
4,693
+66
| +1% | +$5.74K | 0.04% | 643 |
|
|
2015
Q2 | $527K | Buy |
4,627
+522
| +13% | +$59.5K | 0.05% | 529 |
|
|
2015
Q1 | $441K | Buy |
4,105
+154
| +4% | +$16.5K | 0.05% | 471 |
|
|
2014
Q4 | $391K | Buy |
3,951
+24
| +0.6% | +$2.38K | 0.06% | 444 |
|
|
2014
Q3 | $433K | Sell |
3,927
-20
| -0.5% | -$2.21K | 0.06% | 405 |
|
|
2014
Q2 | $414K | Sell |
3,947
-205
| -5% | -$21.5K | 0.06% | 433 |
|
|
2014
Q1 | $395K | Sell |
4,152
-35
| -0.8% | -$3.33K | 0.07% | 414 |
|
|
2013
Q4 | $415K | Buy |
+4,187
| New | +$415K | 0.07% | 396 |
|