Baird Financial Group’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,690
| Closed | -$419K | – | 1850 |
|
|
2022
Q2 | $419K | Buy |
2,690
+11
| +0.4% | +$1.71K | ﹤0.01% | 1412 |
|
|
2022
Q1 | $478K | Sell |
2,679
-88
| -3% | -$15.7K | ﹤0.01% | 1425 |
|
|
2021
Q4 | $388K | Hold |
2,767
| – | – | ﹤0.01% | 1578 |
|
|
2021
Q3 | $487K | Buy |
+2,767
| New | +$487K | ﹤0.01% | 1476 |
|
|
2020
Q3 | – | Sell |
-9,405
| Closed | -$1.55M | – | 1581 |
|
|
2020
Q2 | $1.55M | Sell |
9,405
-200
| -2% | -$33K | 0.01% | 796 |
|
|
2020
Q1 | $1M | Buy |
+9,605
| New | +$1M | ﹤0.01% | 890 |
|
|
2017
Q2 | – | Sell |
-2,060
| Closed | -$213K | – | 1257 |
|
|
2017
Q1 | $213K | Sell |
2,060
-63
| -3% | -$6.51K | ﹤0.01% | 1153 |
|
|
2016
Q4 | $237K | Buy |
2,123
+100
| +5% | +$11.2K | ﹤0.01% | 1103 |
|
|
2016
Q3 | $219K | Buy |
+2,023
| New | +$219K | ﹤0.01% | 1124 |
|
|
2016
Q2 | – | Sell |
-2,745
| Closed | -$229K | – | 1259 |
|
|
2016
Q1 | $229K | Hold |
2,745
| – | – | ﹤0.01% | 1119 |
|
|
2015
Q4 | $243K | Hold |
2,745
| – | – | ﹤0.01% | 1115 |
|
|
2015
Q3 | $238K | Hold |
2,745
| – | – | ﹤0.01% | 1111 |
|
|
2015
Q2 | $313K | Buy |
+2,745
| New | +$313K | ﹤0.01% | 1110 |
|