BWAM
Boyd Watterson Asset Management’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-33
| Closed | -$5.18K | – | 436 |
|
|
2025
Q1 | $5.18K | Hold |
33
| – | – | ﹤0.01% | 332 |
|
|
2024
Q4 | $5.79K | Hold |
33
| – | – | ﹤0.01% | 336 |
|
|
2024
Q3 | $6.92K | Sell |
33
-50
| -60% | -$10.5K | ﹤0.01% | 327 |
|
|
2024
Q2 | $14.7K | Hold |
83
| – | – | ﹤0.01% | 280 |
|
|
2024
Q1 | $19.7K | Hold |
83
| – | – | 0.01% | 265 |
|
|
2023
Q4 | $16.1K | Hold |
83
| – | – | 0.01% | 280 |
|
|
2023
Q3 | $15.6K | Sell |
83
-5
| -6% | -$940 | 0.01% | 275 |
|
|
2023
Q2 | $16K | Hold |
88
| – | – | 0.01% | 278 |
|
|
2023
Q1 | $16.2K | Hold |
88
| – | – | 0.01% | 281 |
|
|
2022
Q4 | $14.4K | Buy |
+88
| New | +$14.4K | 0.01% | 285 |
|
|
2021
Q4 | – | Sell |
-4,288
| Closed | -$755K | – | 151 |
|
|
2021
Q3 | $755K | Buy |
4,288
+45
| +1% | +$7.92K | 0.28% | 89 |
|
|
2021
Q2 | $823K | Buy |
4,243
+15
| +0.4% | +$2.91K | 0.33% | 85 |
|
|
2021
Q1 | $885K | Buy |
4,228
+274
| +7% | +$57.4K | 0.39% | 79 |
|
|
2020
Q4 | $805K | Buy |
3,954
+276
| +8% | +$56.2K | 0.38% | 80 |
|
|
2020
Q3 | $511K | Buy |
3,678
+1,234
| +50% | +$171K | 0.28% | 88 |
|
|
2020
Q2 | $403K | Buy |
+2,444
| New | +$403K | 0.27% | 84 |
|