Charles Schwab’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.5M | Buy |
|
|||||
|
2025
Q1 | $48.4M | Sell |
|
|||||
|
2024
Q4 | $55.5M | Buy |
|
|||||
|
2024
Q3 | $65.9M | Sell |
|
|||||
|
2024
Q2 | $59.8M | Buy |
|
|||||
|
2024
Q1 | $79.5M | Buy |
|
|||||
|
2023
Q4 | $63.8M | Buy |
|
|||||
|
2023
Q3 | $60.5M | Buy |
|
|||||
|
2023
Q2 | $57.8M | Sell |
|
|||||
|
2023
Q1 | $59.4M | Buy |
|
|||||
|
2022
Q4 | $52.5M | Buy |
|
|||||
|
2022
Q3 | $40.4M | Buy |
|
|||||
|
2022
Q2 | $49.4M | Buy |
|
|||||
|
2022
Q1 | $54.4M | Buy |
|
|||||
|
2021
Q4 | $41M | Buy |
|
|||||
|
2021
Q3 | $48.8M | Buy |
|
|||||
|
2021
Q2 | $51.1M | Buy |
|
|||||
|
2021
Q1 | $52.9M | Sell |
|
|||||
|
2020
Q4 | $52.2M | Buy |
|
|||||
|
2020
Q3 | $34.8M | Buy |
|
|||||
|
2020
Q2 | $40.4M | Buy |
|
|||||
|
2020
Q1 | $25.5M | Buy |
|
|||||
|
2019
Q4 | $50.6M | Buy |
|
|||||
|
2019
Q3 | $48.2M | Buy |
|
|||||
|
2019
Q2 | $46M | Buy |
|
|||||
|
2019
Q1 | $41.6M | Buy |
|
|||||
|
2018
Q4 | $28M | Buy |
|
|||||
|
2018
Q3 | $39.4M | Sell |
|
|||||
|
2018
Q2 | $46.5M | Buy |
|
|||||
|
2018
Q1 | $36.2M | Buy |
|
|||||
|
2017
Q4 | $31M | Buy |
|
|||||
|
2017
Q3 | $23.2M | Buy |
|
|||||
|
2017
Q2 | $20M | Buy |
|
|||||
|
2017
Q1 | $18.8M | Buy |
|
|||||
|
2016
Q4 | $18.6M | Buy |
|
|||||
|
2016
Q3 | $16.5M | Buy |
|
|||||
|
2016
Q2 | $12.7M | Buy |
|
|||||
|
2016
Q1 | $11.2M | Buy |
|
|||||
|
2015
Q4 | $11.2M | Buy |
|
|||||
|
2015
Q3 | $10.3M | Buy |
|
|||||
|
2015
Q2 | $12.7M | Sell |
|
|||||
|
2015
Q1 | $17.2M | Buy |
|
|||||
|
2014
Q4 | $14.4M | Buy |
|
|||||
|
2014
Q3 | $15.9M | Buy |
|
|||||
|
2014
Q2 | $14.8M | Sell |
|
|||||
|
2014
Q1 | $13.5M | Buy |
|
|||||
|
2013
Q4 | $13.2M | Buy |
|
|||||
|
2013
Q3 | $11.1M | Buy |
|
|||||
|
2013
Q2 | $9.27M | Buy |
|