Bartlett & Co Wealth Management’s WEX WEX Stock Holding History

Bartlett & Co Wealth Management’s Portfolio WEX Stock Details WEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$2.5K	Buy
2023 Q3	–	Sell
2023 Q2	$45.5K	Hold
2023 Q1	$46K	Buy