Cambridge Investment Research Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $288K | Sell |
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|
2024
Q3 | $347K | Buy |
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|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $394K | Sell |
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|
2023
Q4 | $327K | Buy |
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|
2023
Q3 | $295K | Sell |
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|
2023
Q2 | $535K | Buy |
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|
2023
Q1 | $538K | Buy |
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|
2022
Q4 | $435K | Buy |
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|
2022
Q3 | $265K | Sell |
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|
2022
Q2 | $351K | Sell |
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|
2022
Q1 | $426K | Sell |
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|
2021
Q4 | $342K | Sell |
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|
2021
Q3 | $461K | Buy |
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|
2021
Q2 | $489K | Buy |
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|
2021
Q1 | $528K | Sell |
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|
2020
Q4 | $529K | Sell |
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|
2020
Q3 | $378K | Buy |
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|
2020
Q2 | $408K | Buy |
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|
2020
Q1 | $209K | Sell |
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|
2019
Q4 | $438K | Buy |
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|
2019
Q3 | $418K | Sell |
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|
2019
Q2 | $436K | Buy |
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|
2019
Q1 | $387K | Sell |
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|
2018
Q4 | $285K | Sell |
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|
2018
Q3 | $413K | Sell |
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|
2018
Q2 | $411K | Sell |
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|
2018
Q1 | $368K | Sell |
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|
2017
Q4 | $336K | Sell |
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|
2017
Q3 | $268K | Buy |
|