BHPW
Beverly Hills Private Wealth’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
1,616
-12,779
| -89% | -$1.88M | 0.04% | 303 |
|
|
2025
Q1 | $2.26M | Buy |
14,395
+12,653
| +726% | +$1.99M | 0.45% | 64 |
|
|
2024
Q4 | $305K | Sell |
1,742
-183
| -10% | -$32.1K | 0.06% | 253 |
|
|
2024
Q3 | $404K | Buy |
+1,925
| New | +$404K | 0.08% | 215 |
|