Boyd Watterson Asset Management’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 | – | Sell |
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|
2025
Q1 | $5.18K | Hold |
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|
2024
Q4 | $5.79K | Hold |
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|
2024
Q3 | $6.92K | Sell |
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|
2024
Q2 | $14.7K | Hold |
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|
2024
Q1 | $19.7K | Hold |
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|
2023
Q4 | $16.1K | Hold |
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|
2023
Q3 | $15.6K | Sell |
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|
2023
Q2 | $16K | Hold |
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|
2023
Q1 | $16.2K | Hold |
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|
2022
Q4 | $14.4K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $755K | Buy |
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|
2021
Q2 | $823K | Buy |
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|
2021
Q1 | $885K | Buy |
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|
2020
Q4 | $805K | Buy |
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|
2020
Q3 | $511K | Buy |
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|
2020
Q2 | $403K | Buy |
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