Avior Wealth Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $19.8K | Sell |
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|
2024
Q3 | $24.7K | Sell |
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|
2024
Q2 | $21.8K | Sell |
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|
2024
Q1 | $33K | Buy |
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|
2023
Q4 | $15.6K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $541K | Hold |
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|
2021
Q2 | $596K | Buy |
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|
2021
Q1 | $626K | Sell |
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|
2020
Q4 | $610K | Hold |
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|
2020
Q3 | $416K | Buy |
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|
2020
Q2 | $463K | Buy |
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|
2020
Q1 | $161K | Hold |
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|
2019
Q4 | $322K | Hold |
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|
2019
Q3 | $311K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $105K | Sell |
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|
2018
Q3 | $227K | Sell |
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|
2018
Q2 | $294K | Sell |
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|
2018
Q1 | $274K | Sell |
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|
2017
Q4 | $258K | Buy |
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