Beacon Capital Management LLC (Tennessee)’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-49
| Closed | -$8.59K | – | 1189 |
|
|
2024
Q4 | $8.59K | Hold |
49
| – | – | ﹤0.01% | 623 |
|
|
2024
Q3 | $10.3K | Hold |
49
| – | – | ﹤0.01% | 638 |
|
|
2024
Q2 | $8.68K | Hold |
49
| – | – | ﹤0.01% | 599 |
|
|
2024
Q1 | $11.6K | Hold |
49
| – | – | ﹤0.01% | 551 |
|
|
2023
Q4 | $9.22K | Hold |
49
| – | – | ﹤0.01% | 541 |
|
|
2023
Q3 | $8.92K | Hold |
49
| – | – | ﹤0.01% | 588 |
|
|
2023
Q2 | $8.92K | Hold |
49
| – | – | ﹤0.01% | 588 |
|
|
2023
Q1 | $9.01K | Hold |
49
| – | – | ﹤0.01% | 516 |
|
|
2022
Q4 | $8.02K | Hold |
49
| – | – | ﹤0.01% | 550 |
|
|
2022
Q3 | $8K | Hold |
49
| – | – | ﹤0.01% | 525 |
|
|
2022
Q2 | $9K | Hold |
49
| – | – | ﹤0.01% | 551 |
|
|
2022
Q1 | $9K | Buy |
+49
| New | +$9K | ﹤0.01% | 551 |
|