Cape Investment Advisory’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734 | Hold |
5
| – | – | ﹤0.01% | 1061 |
|
|
2025
Q1 | $785 | Hold |
5
| – | – | ﹤0.01% | 999 |
|
|
2024
Q4 | $877 | Hold |
5
| – | – | ﹤0.01% | 979 |
|
|
2024
Q3 | $1.05K | Hold |
5
| – | – | ﹤0.01% | 872 |
|
|
2024
Q2 | $886 | Hold |
5
| – | – | ﹤0.01% | 842 |
|
|
2024
Q1 | $1.19K | Hold |
5
| – | – | ﹤0.01% | 827 |
|
|
2023
Q4 | $973 | Hold |
5
| – | – | ﹤0.01% | 1015 |
|
|
2023
Q3 | $940 | Hold |
5
| – | – | ﹤0.01% | 840 |
|
|
2023
Q2 | $910 | Hold |
5
| – | – | ﹤0.01% | 832 |
|
|
2023
Q1 | $919 | Buy |
+5
| New | +$919 | ﹤0.01% | 880 |
|