Carson Wealth (CWM LLC)’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.42M | Buy |
28,913
+11,518
| +66% | +$1.8M | 0.01% | 864 |
|
|
2025
Q4 | $2.59M | Buy |
17,395
+13,755
| +378% | +$2.07M | 0.01% | 1045 |
|
|
2025
Q3 | $573K | Buy |
3,640
+299
| +9% | +$49.5K | ﹤0.01% | 1712 |
|
|
2025
Q2 | $491K | Buy |
3,341
+178
| +6% | +$23.9K | ﹤0.01% | 1600 |
|
|
2025
Q1 | $497K | Sell |
3,163
-2,087
| -40% | -$344K | ﹤0.01% | 1444 |
|
|
2024
Q4 | $920K | Buy |
5,250
+4,926
| +1,520% | +$924K | ﹤0.01% | 1128 |
|
|
2024
Q3 | $68K | Sell |
324
-129
| -28% | -$24K | ﹤0.01% | 2463 |
|
|
2024
Q2 | $80K | Buy |
453
+123
| +37% | +$25.1K | ﹤0.01% | 2138 |
|
|
2024
Q1 | $78K | Sell |
330
-47
| -12% | -$10.1K | ﹤0.01% | 2022 |
|
|
2023
Q4 | $73K | Buy |
377
+51
| +16% | +$9.25K | ﹤0.01% | 1955 |
|
|
2023
Q3 | $61K | Buy |
326
+7
| +2% | +$1.35K | ﹤0.01% | 1950 |
|
|
2023
Q2 | $58K | Sell |
319
-6
| -2% | -$1.06K | ﹤0.01% | 1878 |
|
|
2023
Q1 | $60K | Buy |
325
+44
| +16% | +$8.02K | ﹤0.01% | 1770 |
|
|
2022
Q4 | $46K | Buy |
281
+16
| +6% | +$2.49K | ﹤0.01% | 1793 |
|
|
2022
Q3 | $34K | Buy |
265
+132
| +99% | +$20.7K | ﹤0.01% | 1872 |
|
|
2022
Q2 | $21K | Sell |
133
-29
| -18% | -$4.75K | ﹤0.01% | 2094 |
|
|
2022
Q1 | $29K | Buy |
162
+119
| +277% | +$19.4K | ﹤0.01% | 1862 |
|
|
2021
Q4 | $6K | Buy |
+43
| New | +$6.57K | ﹤0.01% | 2676 |
|
|
2021
Q2 | $7K | Hold |
34
| – | – | ﹤0.01% | 2262 |
|
|
2021
Q1 | $7K | Hold |
34
| – | – | ﹤0.01% | 2262 |
|
|
2020
Q4 | $7K | Hold |
34
| – | – | ﹤0.01% | 2261 |
|
|
2020
Q3 | $7K | Hold |
34
| – | – | ﹤0.01% | 2259 |
|
|
2020
Q2 | $7K | Hold |
34
| – | – | ﹤0.01% | 2258 |
|
|
2020
Q1 | $7K | Hold |
34
| – | – | ﹤0.01% | 2258 |
|
|
2019
Q4 | $7K | Hold |
34
| – | – | ﹤0.01% | 2258 |
|
|
2019
Q3 | $7K | Hold |
34
| – | – | ﹤0.01% | 2257 |
|
|
2019
Q2 | $7K | Hold |
34
| – | – | ﹤0.01% | 2257 |
|
|
2019
Q1 | $7K | Buy |
34
+28
| +467% | +$4.73K | ﹤0.01% | 2256 |
|
|
2018
Q4 | $1K | Sell |
6
-1
| -14% | -$165 | ﹤0.01% | 2011 |
|
|
2018
Q3 | $1K | Buy |
+7
| New | +$1.34K | ﹤0.01% | 1768 |
|
Other funds holding WEX
PCM
IC
VCM
VPM
