Apollon Wealth Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,006
| Closed | -$315K | – | 1329 |
|
|
2025
Q1 | $315K | Sell |
2,006
-48
| -2% | -$7.54K | 0.01% | 943 |
|
|
2024
Q4 | $360K | Buy |
2,054
+13
| +0.6% | +$2.28K | 0.01% | 875 |
|
|
2024
Q3 | $428K | Sell |
2,041
-13
| -0.6% | -$2.73K | 0.01% | 783 |
|
|
2024
Q2 | $364K | Buy |
2,054
+185
| +10% | +$32.8K | 0.01% | 791 |
|
|
2024
Q1 | $444K | Sell |
1,869
-46
| -2% | -$10.9K | 0.01% | 738 |
|
|
2023
Q4 | $373K | Buy |
1,915
+21
| +1% | +$4.09K | 0.01% | 763 |
|
|
2023
Q3 | $356K | Sell |
1,894
-93
| -5% | -$17.5K | 0.02% | 644 |
|
|
2023
Q2 | $362K | Buy |
1,987
+45
| +2% | +$8.19K | 0.02% | 691 |
|
|
2023
Q1 | $357K | Buy |
1,942
+138
| +8% | +$25.4K | 0.02% | 629 |
|
|
2022
Q4 | $295K | Buy |
1,804
+6
| +0.3% | +$982 | 0.02% | 667 |
|
|
2022
Q3 | $228K | Buy |
1,798
+247
| +16% | +$31.3K | 0.02% | 688 |
|
|
2022
Q2 | $241K | Sell |
1,551
-1,263
| -45% | -$196K | 0.02% | 629 |
|
|
2022
Q1 | $502K | Buy |
2,814
+379
| +16% | +$67.6K | 0.04% | 463 |
|
|
2021
Q4 | $342K | Buy |
+2,435
| New | +$342K | 0.03% | 553 |
|