Blue Trust Inc’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
2,563
+143
| +6% | +$21K | ﹤0.01% | 551 |
|
|
2025
Q1 | $380K | Buy |
2,420
+995
| +70% | +$156K | ﹤0.01% | 486 |
|
|
2024
Q4 | $250K | Buy |
1,425
+1,007
| +241% | +$177K | ﹤0.01% | 572 |
|
|
2024
Q3 | $74K | Buy |
418
+190
| +83% | +$33.7K | ﹤0.01% | 1386 |
|
|
2024
Q2 | $54.2K | Buy |
228
+187
| +456% | +$44.4K | ﹤0.01% | 1220 |
|
|
2024
Q1 | $9.74K | Sell |
41
-71
| -63% | -$16.9K | ﹤0.01% | 1453 |
|
|
2023
Q4 | $20K | Buy |
112
+53
| +90% | +$9.46K | ﹤0.01% | 1304 |
|
|
2023
Q3 | $11K | Buy |
59
+36
| +157% | +$6.71K | ﹤0.01% | 1396 |
|
|
2023
Q2 | $4K | Sell |
23
-94
| -80% | -$16.3K | ﹤0.01% | 1631 |
|
|
2023
Q1 | $19K | Buy |
117
+17
| +17% | +$2.76K | ﹤0.01% | 1386 |
|
|
2022
Q4 | $13K | Buy |
100
+39
| +64% | +$5.07K | ﹤0.01% | 1461 |
|
|
2022
Q3 | $9K | Buy |
61
+57
| +1,425% | +$8.41K | ﹤0.01% | 1395 |
|
|
2022
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1846 |
|