Bessemer Securities’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,253
| Closed | -$424K | – | 119 |
|
|
2023
Q3 | $424K | Sell |
2,253
-4,879
| -68% | -$918K | 0.59% | 62 |
|
|
2023
Q2 | $1.3M | Sell |
7,132
-2,000
| -22% | -$364K | 0.86% | 37 |
|
|
2023
Q1 | $1.68M | Sell |
9,132
-985
| -10% | -$181K | 0.78% | 46 |
|
|
2022
Q4 | $1.66M | Hold |
10,117
| – | – | 0.74% | 48 |
|
|
2022
Q3 | $1.28M | Hold |
10,117
| – | – | 0.46% | 59 |
|
|
2022
Q2 | $1.57M | Sell |
10,117
-615
| -6% | -$95.7K | 0.55% | 47 |
|
|
2022
Q1 | $1.92M | Hold |
10,732
| – | – | 0.56% | 47 |
|
|
2021
Q4 | $1.51M | Buy |
10,732
+3,769
| +54% | +$529K | 0.41% | 68 |
|
|
2021
Q3 | $1.23M | Sell |
6,963
-2,200
| -24% | -$387K | 0.42% | 69 |
|
|
2021
Q2 | $1.78M | Buy |
9,163
+900
| +11% | +$175K | 0.7% | 33 |
|
|
2021
Q1 | $1.73M | Buy |
+8,263
| New | +$1.73M | 0.73% | 32 |
|