CIBC Private Wealth Group’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Sell |
3,345
-271
| -7% | -$39.8K | ﹤0.01% | 843 |
|
|
2025
Q1 | $410K | Sell |
3,616
-221
| -6% | -$25.1K | ﹤0.01% | 860 |
|
|
2024
Q4 | $671K | Sell |
3,837
-151
| -4% | -$26.4K | ﹤0.01% | 787 |
|
|
2024
Q3 | $836K | Buy |
3,988
+304
| +8% | +$63.8K | ﹤0.01% | 731 |
|
|
2024
Q2 | $659K | Sell |
3,684
-76
| -2% | -$13.6K | ﹤0.01% | 746 |
|
|
2024
Q1 | $892K | Sell |
3,760
-11
| -0.3% | -$2.61K | ﹤0.01% | 695 |
|
|
2023
Q4 | $734K | Buy |
3,771
+219
| +6% | +$42.6K | ﹤0.01% | 711 |
|
|
2023
Q3 | $668K | Buy |
+3,552
| New | +$668K | ﹤0.01% | 690 |
|
|
2020
Q2 | – | Sell |
-90,771
| Closed | -$9.49M | – | 823 |
|
|
2020
Q1 | $9.49M | Sell |
90,771
-1,326
| -1% | -$139K | 0.04% | 252 |
|
|
2019
Q4 | $19.3M | Buy |
92,097
+1,279
| +1% | +$268K | 0.06% | 209 |
|
|
2019
Q3 | $18.4M | Sell |
90,818
-259
| -0.3% | -$52.3K | 0.06% | 207 |
|
|
2019
Q2 | $19M | Sell |
91,077
-23
| -0% | -$4.79K | 0.07% | 213 |
|
|
2019
Q1 | $17.5M | Sell |
91,100
-1,175
| -1% | -$226K | 0.07% | 217 |
|
|
2018
Q4 | $12.9M | Buy |
92,275
+679
| +0.7% | +$95.1K | 0.06% | 237 |
|
|
2018
Q3 | $18.4M | Sell |
91,596
-456
| -0.5% | -$91.5K | 0.07% | 221 |
|
|
2018
Q2 | $17.5M | Buy |
92,052
+2,065
| +2% | +$393K | 0.07% | 218 |
|
|
2018
Q1 | $14.1M | Buy |
89,987
+1,307
| +1% | +$205K | 0.06% | 244 |
|
|
2017
Q4 | $12.5M | Buy |
88,680
+995
| +1% | +$141K | 0.05% | 267 |
|
|
2017
Q3 | $9.84M | Sell |
87,685
-2,327
| -3% | -$261K | 0.04% | 281 |
|
|
2017
Q2 | $9.39M | Buy |
90,012
+6,071
| +7% | +$633K | 0.06% | 223 |
|
|
2017
Q1 | $8.69M | Sell |
83,941
-3,956
| -5% | -$409K | 0.05% | 233 |
|
|
2016
Q4 | $9.81M | Buy |
87,897
+1,929
| +2% | +$215K | 0.06% | 213 |
|
|
2016
Q3 | $9.29M | Buy |
85,968
+1,435
| +2% | +$155K | 0.06% | 220 |
|
|
2016
Q2 | $7.5M | Buy |
84,533
+891
| +1% | +$79K | 0.05% | 231 |
|
|
2016
Q1 | $6.97M | Buy |
83,642
+1,603
| +2% | +$134K | 0.05% | 234 |
|
|
2015
Q4 | $7.25M | Buy |
82,039
+843
| +1% | +$74.5K | 0.06% | 230 |
|
|
2015
Q3 | $7.05M | Buy |
81,196
+864
| +1% | +$75K | 0.06% | 235 |
|
|
2015
Q2 | $9.16M | Buy |
80,332
+808
| +1% | +$92.1K | 0.07% | 223 |
|
|
2015
Q1 | $8.54M | Buy |
79,524
+4,365
| +6% | +$469K | 0.06% | 223 |
|
|
2014
Q4 | $7.43M | Sell |
75,159
-283
| -0.4% | -$28K | 0.06% | 235 |
|
|
2014
Q3 | $8.32M | Sell |
75,442
-72
| -0.1% | -$7.94K | 0.07% | 213 |
|
|
2014
Q2 | $7.93M | Sell |
75,514
-837
| -1% | -$87.9K | 0.06% | 218 |
|
|
2014
Q1 | $7.41M | Buy |
+76,351
| New | +$7.41M | 0.06% | 222 |
|