Bell Investment Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18K | Sell |
8
-22
| -73% | -$3.23K | ﹤0.01% | 1540 |
|
|
2025
Q1 | $4.71K | Hold |
30
| – | – | ﹤0.01% | 939 |
|
|
2024
Q4 | $5.26K | Hold |
30
| – | – | ﹤0.01% | 909 |
|
|
2024
Q3 | $6.29K | Hold |
30
| – | – | ﹤0.01% | 816 |
|
|
2024
Q2 | $5.32K | Buy |
30
+10
| +50% | +$1.77K | ﹤0.01% | 892 |
|
|
2024
Q1 | $4.75K | Hold |
20
| – | – | ﹤0.01% | 951 |
|
|
2023
Q4 | $3.89K | Sell |
20
-4
| -17% | -$778 | ﹤0.01% | 1003 |
|
|
2023
Q3 | $4.52K | Sell |
24
-4
| -14% | -$753 | ﹤0.01% | 864 |
|
|
2023
Q2 | $5.1K | Hold |
28
| – | – | ﹤0.01% | 813 |
|
|
2023
Q1 | $5.15K | Hold |
28
| – | – | ﹤0.01% | 773 |
|
|
2022
Q4 | $4.58K | Sell |
28
-3
| -10% | -$491 | ﹤0.01% | 858 |
|
|
2022
Q3 | $4K | Buy |
31
+4
| +15% | +$516 | ﹤0.01% | 849 |
|
|
2022
Q2 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 865 |
|
|
2021
Q4 | $4K | Buy |
30
+9
| +43% | +$1.2K | ﹤0.01% | 912 |
|
|
2021
Q3 | $4K | Buy |
+21
| New | +$4K | ﹤0.01% | 844 |
|