Boit C.F. David’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 | $294K | Hold |
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|
2025
Q1 | $314K | Sell |
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|
2024
Q4 | $410K | Hold |
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|
2024
Q3 | $482K | Hold |
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|
2024
Q2 | $415K | Buy |
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|
2024
Q1 | $364K | Hold |
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|
2023
Q4 | $338K | Buy |
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|
2023
Q3 | $288K | Hold |
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|
2023
Q2 | $280K | Hold |
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|
2023
Q1 | $288K | Hold |
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $195K | Buy |
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|
2022
Q1 | $272K | Sell |
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|
2021
Q4 | $272K | Buy |
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|
2021
Q3 | $317K | Buy |
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|
2021
Q2 | $240K | Buy |
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