Bell Investment Advisors’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 | $1.18K | Sell |
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|
2025
Q1 | $4.71K | Hold |
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|
2024
Q4 | $5.26K | Hold |
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|
2024
Q3 | $6.29K | Hold |
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|
2024
Q2 | $5.32K | Buy |
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|
2024
Q1 | $4.75K | Hold |
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|
2023
Q4 | $3.89K | Sell |
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|
2023
Q3 | $4.51K | Sell |
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|
2023
Q2 | $5.1K | Hold |
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|
2023
Q1 | $5.15K | Hold |
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|
2022
Q4 | $4.58K | Sell |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | $4K | Buy |
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|
2021
Q4 | $4K | Buy |
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|
2021
Q3 | $4K | Buy |
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