Artemis Investment Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27,066
| Closed | -$5.09M | – | 246 |
|
|
2023
Q3 | $5.09M | Buy |
+27,066
| New | +$5.09M | 0.07% | 157 |
|
|
2022
Q3 | – | Sell |
-33,655
| Closed | -$5.25M | – | 278 |
|
|
2022
Q2 | $5.25M | Sell |
33,655
-156,076
| -82% | -$24.3M | 0.05% | 181 |
|
|
2022
Q1 | $33.8M | Buy |
189,731
+14,240
| +8% | +$2.54M | 0.27% | 100 |
|
|
2021
Q4 | $24.6M | Sell |
175,491
-679,808
| -79% | -$95.4M | 0.18% | 139 |
|
|
2021
Q3 | $151M | Buy |
855,299
+87,226
| +11% | +$15.4M | 1.19% | 17 |
|
|
2021
Q2 | $149M | Buy |
768,073
+198,126
| +35% | +$38.4M | 1.29% | 12 |
|
|
2021
Q1 | $119M | Buy |
+569,947
| New | +$119M | 1.13% | 19 |
|
|
2016
Q3 | – | Sell |
-45,353
| Closed | -$4.02M | – | 257 |
|
|
2016
Q2 | $4.02M | Sell |
45,353
-48,104
| -51% | -$4.26M | 0.11% | 159 |
|
|
2016
Q1 | $7.79M | Buy |
+93,457
| New | +$7.79M | 0.2% | 116 |
|
|
2015
Q4 | – | Sell |
-5,456
| Closed | -$474K | – | 248 |
|
|
2015
Q3 | $474K | Sell |
5,456
-3,089
| -36% | -$268K | 0.01% | 214 |
|
|
2015
Q2 | $974K | Buy |
8,545
+1,855
| +28% | +$211K | 0.03% | 184 |
|
|
2015
Q1 | $718K | Hold |
6,690
| – | – | 0.03% | 204 |
|
|
2014
Q4 | $662K | Buy |
+6,690
| New | +$662K | 0.03% | 203 |
|