Carson Wealth (CWM LLC)’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Buy |
3,341
+178
| +6% | +$26.2K | ﹤0.01% | 1599 |
|
|
2025
Q1 | $497K | Sell |
3,163
-2,087
| -40% | -$328K | ﹤0.01% | 1442 |
|
|
2024
Q4 | $920K | Buy |
5,250
+4,926
| +1,520% | +$863K | ﹤0.01% | 1127 |
|
|
2024
Q3 | $68K | Sell |
324
-129
| -28% | -$27.1K | ﹤0.01% | 2461 |
|
|
2024
Q2 | $80K | Buy |
453
+123
| +37% | +$21.7K | ﹤0.01% | 2136 |
|
|
2024
Q1 | $78K | Sell |
330
-47
| -12% | -$11.1K | ﹤0.01% | 2020 |
|
|
2023
Q4 | $73K | Buy |
377
+51
| +16% | +$9.88K | ﹤0.01% | 1953 |
|
|
2023
Q3 | $61K | Buy |
326
+7
| +2% | +$1.31K | ﹤0.01% | 1949 |
|
|
2023
Q2 | $58K | Sell |
319
-6
| -2% | -$1.09K | ﹤0.01% | 1876 |
|
|
2023
Q1 | $60K | Buy |
325
+44
| +16% | +$8.12K | ﹤0.01% | 1768 |
|
|
2022
Q4 | $46K | Buy |
281
+16
| +6% | +$2.62K | ﹤0.01% | 1791 |
|
|
2022
Q3 | $34K | Buy |
265
+132
| +99% | +$16.9K | ﹤0.01% | 1870 |
|
|
2022
Q2 | $21K | Sell |
133
-29
| -18% | -$4.58K | ﹤0.01% | 2091 |
|
|
2022
Q1 | $29K | Buy |
162
+119
| +277% | +$21.3K | ﹤0.01% | 1860 |
|
|
2021
Q4 | $6K | Buy |
+43
| New | +$6K | ﹤0.01% | 2668 |
|
|
2021
Q2 | $7K | Hold |
34
| – | – | ﹤0.01% | 2252 |
|
|
2021
Q1 | $7K | Hold |
34
| – | – | ﹤0.01% | 2252 |
|
|
2020
Q4 | $7K | Hold |
34
| – | – | ﹤0.01% | 2252 |
|
|
2020
Q3 | $7K | Hold |
34
| – | – | ﹤0.01% | 2252 |
|
|
2020
Q2 | $7K | Hold |
34
| – | – | ﹤0.01% | 2252 |
|
|
2020
Q1 | $7K | Hold |
34
| – | – | ﹤0.01% | 2252 |
|
|
2019
Q4 | $7K | Hold |
34
| – | – | ﹤0.01% | 2252 |
|
|
2019
Q3 | $7K | Hold |
34
| – | – | ﹤0.01% | 2252 |
|
|
2019
Q2 | $7K | Hold |
34
| – | – | ﹤0.01% | 2252 |
|
|
2019
Q1 | $7K | Buy |
34
+28
| +467% | +$5.77K | ﹤0.01% | 2252 |
|
|
2018
Q4 | $1K | Sell |
6
-1
| -14% | -$167 | ﹤0.01% | 2005 |
|
|
2018
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1764 |
|