Burney Company’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,264
| Closed | -$222K | – | 605 |
|
|
2024
Q4 | $222K | Sell |
1,264
-15,263
| -92% | -$2.68M | 0.01% | 562 |
|
|
2024
Q3 | $3.47M | Sell |
16,527
-275
| -2% | -$57.7K | 0.12% | 165 |
|
|
2024
Q2 | $2.98M | Buy |
16,802
+382
| +2% | +$67.7K | 0.11% | 184 |
|
|
2024
Q1 | $3.9M | Sell |
16,420
-12,212
| -43% | -$2.9M | 0.15% | 163 |
|
|
2023
Q4 | $5.57M | Buy |
28,632
+7,512
| +36% | +$1.46M | 0.23% | 110 |
|
|
2023
Q3 | $3.97M | Buy |
21,120
+11,983
| +131% | +$2.25M | 0.19% | 144 |
|
|
2023
Q2 | $1.66M | Buy |
+9,137
| New | +$1.66M | 0.08% | 254 |
|