Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.47M Buy
16,172
+1,526
+10% +$239K ﹤0.01% 1068
2025
Q4
$2.18M Buy
14,646
+3,143
+27% +$474K ﹤0.01% 1148
2025
Q3
$1.82M Sell
11,503
-886
-7% -$147K ﹤0.01% 1080
2025
Q2
$1.88M Sell
12,389
-1,610
-12% -$216K ﹤0.01% 1094
2025
Q1
$2M Sell
13,999
-1,201
-8% -$198K ﹤0.01% 1149
2024
Q4
$2.66M Buy
15,200
+12,637
+493% +$2.37M ﹤0.01% 1114
2024
Q3
$535K Buy
2,563
+314
+14% +$58.5K ﹤0.01% 1420
2024
Q2
$397K Sell
2,249
-450
-17% -$91.8K ﹤0.01% 1401
2024
Q1
$621K Buy
2,699
+27
+1% +$5.81K ﹤0.01% 1376
2023
Q4
$531K Sell
2,672
-379
-12% -$68.7K ﹤0.01% 1422
2023
Q3
$576K Buy
3,051
+90
+3% +$17.4K ﹤0.01% 1392
2023
Q2
$542K Buy
2,961
+2,830
+2,160% +$501K ﹤0.01% 1372
2023
Q1
$23.8K Buy
131
+109
+495% +$19.9K ﹤0.01% 1953
2022
Q4
$3.87K Buy
+22
New +$3.42K ﹤0.01% 1862
2021
Q4
Sell
-93,163
Closed -$16.4M 1727
2021
Q3
$16.4M Sell
93,163
-2,062
-2% -$376K 0.01% 725
2021
Q2
$18.5M Buy
+95,225
New +$19.5M 0.01% 700

Other funds holding WEX