Clearstead Advisors’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 | $21K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $7.71K | Buy |
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|
2024
Q3 | $8.18K | Sell |
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|
2024
Q2 | $11.9K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $110K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $109K | Sell |
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|
2022
Q1 | $615K | Buy |
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|
2021
Q4 | $98K | Hold |
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|
2021
Q3 | $123K | Hold |
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|
2021
Q2 | $136K | Hold |
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|
2021
Q1 | $146K | Hold |
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|
2020
Q4 | $142K | Buy |
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