Cetera Investment Advisers’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Buy |
5,203
+1,109
| +27% | +$163K | ﹤0.01% | 2612 |
|
|
2025
Q1 | $643K | Buy |
4,094
+1,179
| +40% | +$185K | ﹤0.01% | 2636 |
|
|
2024
Q4 | $511K | Sell |
2,915
-807
| -22% | -$141K | ﹤0.01% | 2663 |
|
|
2024
Q3 | $781K | Sell |
3,722
-10,152
| -73% | -$2.13M | ﹤0.01% | 2299 |
|
|
2024
Q2 | $2.46M | Buy |
13,874
+585
| +4% | +$104K | 0.01% | 1417 |
|
|
2024
Q1 | $3.16M | Buy |
13,289
+11,899
| +856% | +$2.83M | 0.01% | 1251 |
|
|
2023
Q4 | $270K | Buy |
1,390
+237
| +21% | +$46.1K | ﹤0.01% | 1844 |
|
|
2023
Q3 | $217K | Buy |
+1,153
| New | +$217K | ﹤0.01% | 1930 |
|