Cerity Partners’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Sell |
6,232
-3,770
| -38% | -$554K | ﹤0.01% | 1555 |
|
|
2025
Q1 | $1.57M | Buy |
10,002
+4,695
| +88% | +$737K | ﹤0.01% | 1226 |
|
|
2024
Q4 | $1.01M | Buy |
5,307
+1,935
| +57% | +$369K | ﹤0.01% | 1405 |
|
|
2024
Q3 | $707K | Sell |
3,372
-289
| -8% | -$60.6K | ﹤0.01% | 1585 |
|
|
2024
Q2 | $649K | Sell |
3,661
-625
| -15% | -$111K | ﹤0.01% | 1413 |
|
|
2024
Q1 | $1.02M | Buy |
+4,286
| New | +$1.02M | ﹤0.01% | 1269 |
|
|
2023
Q2 | – | Sell |
-1,320
| Closed | -$243K | – | 1965 |
|
|
2023
Q1 | $243K | Sell |
1,320
-313
| -19% | -$57.6K | ﹤0.01% | 1634 |
|
|
2022
Q4 | $267K | Buy |
+1,633
| New | +$267K | ﹤0.01% | 1194 |
|
|
2022
Q1 | – | Sell |
-1,667
| Closed | -$235K | – | 1124 |
|
|
2021
Q4 | $235K | Buy |
+1,667
| New | +$235K | ﹤0.01% | 873 |
|
|
2018
Q3 | – | Sell |
-1,131
| Closed | -$215K | – | 564 |
|
|
2018
Q2 | $215K | Buy |
+1,131
| New | +$215K | 0.02% | 497 |
|