Ameritas Investment Partners’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.84M | Buy |
12,027
+33
| +0.3% | +$5.16K | 0.06% | 365 |
|
|
2025
Q4 | $1.79M | Sell |
11,994
-664
| -5% | -$100K | 0.05% | 374 |
|
|
2025
Q3 | $1.99M | Sell |
12,658
-991
| -7% | -$164K | 0.06% | 336 |
|
|
2025
Q2 | $2M | Sell |
13,649
-224
| -2% | -$30.1K | 0.06% | 335 |
|
|
2025
Q1 | $2.18M | Sell |
13,873
-1,095
| -7% | -$180K | 0.07% | 286 |
|
|
2024
Q4 | $2.62M | Sell |
14,968
-461
| -3% | -$86.4K | 0.09% | 232 |
|
|
2024
Q3 | $3.24M | Sell |
15,429
-483
| -3% | -$90K | 0.11% | 177 |
|
|
2024
Q2 | $2.82M | Sell |
15,912
-524
| -3% | -$107K | 0.1% | 203 |
|
|
2024
Q1 | $3.9M | Hold |
16,436
| – | – | 0.13% | 128 |
|
|
2023
Q4 | $3.2M | Sell |
16,436
-197
| -1% | -$35.7K | 0.12% | 154 |
|
|
2023
Q3 | $3.13M | Sell |
16,633
-1,066
| -6% | -$206K | 0.13% | 145 |
|
|
2023
Q2 | $3.22M | Sell |
17,699
-399
| -2% | -$70.7K | 0.12% | 159 |
|
|
2023
Q1 | $3.33M | Sell |
18,098
-162
| -0.9% | -$29.5K | 0.13% | 145 |
|
|
2022
Q4 | $3.18M | Buy |
18,260
+1,600
| +10% | +$249K | 0.13% | 151 |
|
|
2022
Q3 | $2.11M | Sell |
16,660
-613
| -4% | -$96.4K | 0.09% | 216 |
|
|
2022
Q2 | $2.69M | Hold |
17,273
| – | – | 0.12% | 158 |
|
|
2022
Q1 | $3.08M | Buy |
17,273
+5,406
| +46% | +$882K | 0.11% | 171 |
|
|
2021
Q4 | $1.67M | Sell |
11,867
-5,300
| -31% | -$810K | 0.06% | 412 |
|
|
2021
Q3 | $3.02M | Sell |
17,167
-249
| -1% | -$45.4K | 0.11% | 177 |
|
|
2021
Q2 | $3.38M | Hold |
17,416
| – | – | 0.12% | 150 |
|
|
2021
Q1 | $3.61M | Sell |
17,416
-80
| -0.5% | -$16.9K | 0.14% | 125 |
|
|
2020
Q4 | $3.56M | Sell |
17,496
-391
| -2% | -$65.8K | 0.16% | 119 |
|
|
2020
Q3 | $2.48M | Hold |
17,887
| – | – | 0.11% | 175 |
|
|
2020
Q2 | $2.95M | Buy |
17,887
+445
| +3% | +$61.1K | 0.14% | 127 |
|
|
2020
Q1 | $1.82M | Hold |
17,442
| – | – | 0.1% | 193 |
|
|
2019
Q4 | $3.65M | Buy |
17,442
+110
| +0.6% | +$22.1K | 0.16% | 97 |
|
|
2019
Q3 | $3.5M | Buy |
17,332
+4,720
| +37% | +$978K | 0.16% | 105 |
|
|
2019
Q2 | $2.63M | Hold |
12,612
| – | – | 0.12% | 166 |
|
|
2019
Q1 | $2.42M | Sell |
12,612
-121
| -1% | -$20.4K | 0.11% | 182 |
|
|
2018
Q4 | $1.78M | Sell |
12,733
-5,700
| -31% | -$938K | 0.1% | 229 |
|
|
2018
Q3 | $3.7M | Buy |
18,433
+6,584
| +56% | +$1.26M | 0.17% | 103 |
|
|
2018
Q2 | $2.26M | Sell |
11,849
-107
| -0.9% | -$18.7K | 0.11% | 203 |
|
|
2018
Q1 | $1.87M | Hold |
11,956
| – | – | 0.09% | 271 |
|
|
2017
Q4 | $1.69M | Buy |
11,956
+404
| +3% | +$50.6K | 0.08% | 322 |
|
|
2017
Q3 | $1.26M | Hold |
11,552
| – | – | 0.06% | 418 |
|
|
2017
Q2 | $1.21M | Buy |
11,552
+214
| +2% | +$22K | 0.06% | 442 |
|
|
2017
Q1 | $1.17M | Sell |
11,338
-248
| -2% | -$27.5K | 0.06% | 442 |
|
|
2016
Q4 | $1.29M | Hold |
11,586
| – | – | 0.07% | 404 |
|
|
2016
Q3 | $1.25M | Buy |
11,586
+5,467
| +89% | +$535K | 0.07% | 376 |
|
|
2016
Q2 | $543K | Buy |
6,119
+287
| +5% | +$25.6K | 0.04% | 558 |
|
|
2016
Q1 | $486K | Hold |
5,832
| – | – | 0.03% | 592 |
|
|
2015
Q4 | $516K | Hold |
5,832
| – | – | 0.03% | 542 |
|
|
2015
Q3 | $506K | Hold |
5,832
| – | – | 0.04% | 535 |
|
|
2015
Q2 | $665K | Sell |
5,832
-3,472
| -37% | -$394K | 0.04% | 447 |
|
|
2015
Q1 | $999K | Buy |
9,304
+133
| +1% | +$13.4K | 0.07% | 303 |
|
|
2014
Q4 | $907K | Sell |
9,171
-72
| -0.8% | -$7.67K | 0.06% | 320 |
|
|
2014
Q3 | $1.02M | Hold |
9,243
| – | – | 0.07% | 284 |
|
|
2014
Q2 | $970K | Sell |
9,243
-44
| -0.5% | -$4.2K | 0.07% | 300 |
|
|
2014
Q1 | $883K | Sell |
9,287
-289
| -3% | -$26.5K | 0.07% | 328 |
|
|
2013
Q4 | $948K | Buy |
9,576
+72
| +0.8% | +$6.76K | 0.08% | 304 |
|
|
2013
Q3 | $834K | Buy |
+9,504
| New | +$803K | 0.08% | 320 |
|
Other funds holding WEX
PCM
IC
VCM
VPM
