Ballentine Partners’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
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|
2025
Q1 | $334K | Hold |
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|
2024
Q4 | $373K | Hold |
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|
2024
Q3 | $446K | Sell |
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|
2024
Q2 | $396K | Buy |
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|
2024
Q1 | $514K | Sell |
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|
2023
Q4 | $426K | Hold |
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|
2023
Q3 | $412K | Hold |
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|
2023
Q2 | $399K | Hold |
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|
2023
Q1 | $403K | Sell |
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|
2022
Q4 | $360K | Sell |
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|
2022
Q3 | $280K | Hold |
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|
2022
Q2 | $343K | Sell |
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|
2022
Q1 | $406K | Sell |
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|
2021
Q4 | $387K | Hold |
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|
2021
Q3 | $485K | Hold |
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|
2021
Q2 | $534K | Buy |
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|
2021
Q1 | $574K | Sell |
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|
2020
Q4 | $566K | Sell |
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|
2020
Q3 | $387K | Sell |
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|
2020
Q2 | $692K | Buy |
|