Coldstream Capital Management’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 | – | Sell |
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|
2025
Q1 | $244K | Buy |
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|
2024
Q4 | $264K | Sell |
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|
2024
Q3 | $377K | Buy |
|
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $382K | Sell |
|
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|
2023
Q4 | $316K | Sell |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | $305K | Buy |
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|
2023
Q1 | $302K | Sell |
|
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|
2022
Q4 | $283K | Buy |
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|
2022
Q2 | $327K | Buy |
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|
2022
Q1 | $353K | Buy |
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|
2021
Q4 | $245K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $238K | Buy |
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|
2021
Q1 | $257K | Buy |
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|
2020
Q4 | $238K | Buy |
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