Atria Investments’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $922K | Buy |
6,275
+759
| +14% | +$111K | 0.01% | 1080 |
|
|
2025
Q1 | $866K | Buy |
5,516
+776
| +16% | +$122K | 0.01% | 1063 |
|
|
2024
Q4 | $831K | Sell |
4,740
-1,788
| -27% | -$313K | 0.01% | 1078 |
|
|
2024
Q3 | $1.37M | Buy |
6,528
+4,850
| +289% | +$1.02M | 0.02% | 830 |
|
|
2024
Q2 | $297K | Buy |
+1,678
| New | +$297K | ﹤0.01% | 1591 |
|