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Annis Gardner Whiting Capital Advisors’s WEX WEX Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$71K Hold
464
– – 0.01% 514
2025
Q4 		$69.1K Sell
464
-246
-35% -$37.1K 0.01% 471
2025
Q3 		$112K Buy
710
+708
+35,400% +$117K 0.02% 369
2025
Q2 		$294 Buy
+2
New +$269 ﹤0.01% 1235
2024
Q3 		– Sell
-98
Closed -$17.4K – 957
2024
Q2 		$17.4K Hold
98
– – ﹤0.01% 594
2024
Q1 		$23.3K Buy
+98
New +$21.1K 0.01% 523

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