Cape Investment Advisory’s WEX WEX Stock Holding History

Cape Investment Advisory’s Portfolio WEX Stock Details WEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$734	Hold
2025 Q1	$785	Hold
2024 Q4	$877	Hold
2024 Q3	$1.05K	Hold
2024 Q2	$886	Hold
2024 Q1	$1.19K	Hold
2023 Q4	$973	Hold
2023 Q3	$940	Hold
2023 Q2	$910	Hold
2023 Q1	$919	Buy