Bank of Montreal’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Buy |
24,244
+2,063
| +9% | +$303K | ﹤0.01% | 1194 |
|
|
2025
Q1 | $3.48M | Buy |
22,181
+1,492
| +7% | +$234K | ﹤0.01% | 1145 |
|
|
2024
Q4 | $3.63M | Buy |
20,689
+8,251
| +66% | +$1.45M | ﹤0.01% | 1178 |
|
|
2024
Q3 | $2.6M | Buy |
12,438
+5,049
| +68% | +$1.06M | ﹤0.01% | 1405 |
|
|
2024
Q2 | $1.31M | Sell |
7,389
-1,363
| -16% | -$242K | ﹤0.01% | 1673 |
|
|
2024
Q1 | $2.08M | Buy |
8,752
+404
| +5% | +$96.2K | ﹤0.01% | 1428 |
|
|
2023
Q4 | $1.65M | Sell |
8,348
-616
| -7% | -$122K | ﹤0.01% | 1493 |
|
|
2023
Q3 | $1.8M | Buy |
8,964
+392
| +5% | +$78.9K | ﹤0.01% | 1482 |
|
|
2023
Q2 | $1.57M | Buy |
8,572
+2,605
| +44% | +$477K | ﹤0.01% | 1659 |
|
|
2023
Q1 | $1.1M | Sell |
5,967
-224
| -4% | -$41.3K | ﹤0.01% | 1772 |
|
|
2022
Q4 | $1.02M | Buy |
6,191
+1,397
| +29% | +$231K | ﹤0.01% | 1830 |
|
|
2022
Q3 | $752 | Sell |
4,794
-3,882
| -45% | -$609 | ﹤0.01% | 1982 |
|
|
2022
Q2 | $1.37K | Buy |
8,676
+4,495
| +108% | +$709 | ﹤0.01% | 1784 |
|
|
2022
Q1 | $732K | Buy |
4,181
+315
| +8% | +$55.1K | ﹤0.01% | 2151 |
|
|
2021
Q4 | $551K | Sell |
3,866
-427,535
| -99% | -$60.9M | ﹤0.01% | 2266 |
|
|
2021
Q3 | $75.8M | Buy |
431,401
+63,859
| +17% | +$11.2M | 0.03% | 392 |
|
|
2021
Q2 | $71M | Buy |
367,542
+92,472
| +34% | +$17.9M | 0.04% | 382 |
|
|
2021
Q1 | $59.7M | Buy |
275,070
+16,517
| +6% | +$3.58M | 0.04% | 342 |
|
|
2020
Q4 | $54M | Buy |
258,553
+25,195
| +11% | +$5.26M | 0.04% | 371 |
|
|
2020
Q3 | $33.9M | Buy |
233,358
+52,837
| +29% | +$7.68M | 0.03% | 401 |
|
|
2020
Q2 | $27.9M | Sell |
180,521
-8,438
| -4% | -$1.3M | 0.03% | 449 |
|
|
2020
Q1 | $18M | Sell |
188,959
-3,441
| -2% | -$328K | 0.02% | 493 |
|
|
2019
Q4 | $40.3M | Buy |
192,400
+17,091
| +10% | +$3.58M | 0.03% | 433 |
|
|
2019
Q3 | $35.4M | Sell |
175,309
-2,296
| -1% | -$464K | 0.03% | 425 |
|
|
2019
Q2 | $37M | Sell |
177,605
-2,428
| -1% | -$505K | 0.03% | 426 |
|
|
2019
Q1 | $34.6M | Buy |
180,033
+15,161
| +9% | +$2.91M | 0.03% | 425 |
|
|
2018
Q4 | $23.1M | Buy |
164,872
+8,009
| +5% | +$1.12M | 0.02% | 493 |
|
|
2018
Q3 | $31.5M | Sell |
156,863
-2,477
| -2% | -$497K | 0.02% | 474 |
|
|
2018
Q2 | $30.4M | Buy |
159,340
+6,935
| +5% | +$1.32M | 0.03% | 453 |
|
|
2018
Q1 | $23.9M | Buy |
152,405
+3,909
| +3% | +$612K | 0.02% | 533 |
|
|
2017
Q4 | $21M | Buy |
148,496
+38,394
| +35% | +$5.42M | 0.02% | 584 |
|
|
2017
Q3 | $12.4M | Buy |
110,102
+5,909
| +6% | +$663K | 0.01% | 742 |
|
|
2017
Q2 | $10.9M | Buy |
104,193
+676
| +0.7% | +$70.5K | 0.01% | 785 |
|
|
2017
Q1 | $10.7M | Sell |
103,517
-1,276
| -1% | -$132K | 0.01% | 756 |
|
|
2016
Q4 | $11.6M | Sell |
104,793
-42,808
| -29% | -$4.73M | 0.01% | 708 |
|
|
2016
Q3 | $16M | Sell |
147,601
-8,397
| -5% | -$908K | 0.02% | 595 |
|
|
2016
Q2 | $13.8M | Sell |
155,998
-7,412
| -5% | -$657K | 0.02% | 633 |
|
|
2016
Q1 | $13.6M | Buy |
163,410
+28,469
| +21% | +$2.37M | 0.01% | 588 |
|
|
2015
Q4 | $11.9M | Buy |
134,941
+6,312
| +5% | +$558K | 0.01% | 639 |
|
|
2015
Q3 | $11.2M | Sell |
128,629
-20,267
| -14% | -$1.76M | 0.02% | 635 |
|
|
2015
Q2 | $17M | Buy |
148,896
+1,645
| +1% | +$187K | 0.02% | 555 |
|
|
2015
Q1 | $15.8M | Sell |
147,251
-8,051
| -5% | -$864K | 0.02% | 577 |
|
|
2014
Q4 | $15.4M | Buy |
155,302
+14,144
| +10% | +$1.4M | 0.02% | 558 |
|
|
2014
Q3 | $15.6M | Sell |
141,158
-1,042
| -0.7% | -$115K | 0.02% | 542 |
|
|
2014
Q2 | $14.9M | Buy |
142,200
+141,738
| +30,679% | +$14.9M | 0.02% | 546 |
|
|
2014
Q1 | $44K | Sell |
462
-280
| -38% | -$26.7K | ﹤0.01% | 2669 |
|
|
2013
Q4 | $73K | Buy |
742
+270
| +57% | +$26.6K | ﹤0.01% | 2365 |
|
|
2013
Q3 | $41K | Sell |
472
-7
| -1% | -$608 | ﹤0.01% | 2525 |
|
|
2013
Q2 | $36K | Buy |
+479
| New | +$36K | ﹤0.01% | 2463 |
|