AssetMark Inc’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06K | Sell |
14
-22
| -61% | -$3.23K | ﹤0.01% | 2426 |
|
|
2025
Q1 | $5.65K | Buy |
36
+16
| +80% | +$2.51K | ﹤0.01% | 1971 |
|
|
2024
Q4 | $3.51K | Sell |
20
-7
| -26% | -$1.23K | ﹤0.01% | 2005 |
|
|
2024
Q3 | $5.66K | Buy |
27
+2
| +8% | +$419 | ﹤0.01% | 1714 |
|
|
2024
Q2 | $4.43K | Buy |
25
+18
| +257% | +$3.19K | ﹤0.01% | 1622 |
|
|
2024
Q1 | $1.66K | Sell |
7
-13
| -65% | -$3.09K | ﹤0.01% | 1607 |
|
|
2023
Q4 | $3.89K | Buy |
+20
| New | +$3.89K | ﹤0.01% | 1476 |
|
|
2020
Q2 | – | Sell |
-206
| Closed | -$22K | – | 1455 |
|
|
2020
Q1 | $22K | Buy |
+206
| New | +$22K | ﹤0.01% | 858 |
|