Commonwealth Equity Services’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $266K | Sell |
1,738
-98
| -5% | -$15.3K | ﹤0.01% | 3741 |
|
|
2025
Q4 | $274K | Buy |
1,836
+60
| +3% | +$9.04K | ﹤0.01% | 3735 |
|
|
2025
Q3 | $280K | Sell |
1,776
-91
| -5% | -$15.1K | ﹤0.01% | 3712 |
|
|
2025
Q2 | $274K | Buy |
1,867
+233
| +14% | +$31.3K | ﹤0.01% | 3683 |
|
|
2025
Q1 | $256K | Buy |
1,634
+44
| +3% | +$7.25K | ﹤0.01% | 3633 |
|
|
2024
Q4 | $279K | Sell |
1,590
-251
| -14% | -$47.1K | ﹤0.01% | 3475 |
|
|
2024
Q3 | $386K | Sell |
1,841
-198
| -10% | -$36.9K | ﹤0.01% | 3123 |
|
|
2024
Q2 | $361K | Sell |
2,039
-178
| -8% | -$36.3K | ﹤0.01% | 3130 |
|
|
2024
Q1 | $527K | Sell |
2,217
-112
| -5% | -$24.1K | ﹤0.01% | 2776 |
|
|
2023
Q4 | $453K | Sell |
2,329
-10
| -0.4% | -$1.81K | ﹤0.01% | 2804 |
|
|
2023
Q3 | $440K | Sell |
2,339
-172
| -7% | -$33.2K | ﹤0.01% | 2702 |
|
|
2023
Q2 | $457K | Sell |
2,511
-81
| -3% | -$14.3K | ﹤0.01% | 2697 |
|
|
2023
Q1 | $476 | Buy |
2,592
+284
| +12% | +$51.7K | ﹤0.01% | 2604 |
|
|
2022
Q4 | $377K | Sell |
2,308
-152
| -6% | -$23.7K | ﹤0.01% | 2701 |
|
|
2022
Q3 | $312K | Sell |
2,460
-50
| -2% | -$7.86K | ﹤0.01% | 2793 |
|
|
2022
Q2 | $390K | Sell |
2,510
-69
| -3% | -$11.3K | ﹤0.01% | 2607 |
|
|
2022
Q1 | $460K | Sell |
2,579
-110
| -4% | -$17.9K | ﹤0.01% | 2588 |
|
|
2021
Q4 | $377K | Buy |
2,689
+109
| +4% | +$16.7K | ﹤0.01% | 2771 |
|
|
2021
Q3 | $454K | Sell |
2,580
-220
| -8% | -$40.1K | ﹤0.01% | 2553 |
|
|
2021
Q2 | $542K | Buy |
2,800
+44
| +2% | +$9.02K | ﹤0.01% | 2409 |
|
|
2021
Q1 | $576K | Buy |
2,756
+194
| +8% | +$40.9K | ﹤0.01% | 2216 |
|
|
2020
Q4 | $521K | Sell |
2,562
-1,314
| -34% | -$221K | ﹤0.01% | 2130 |
|
|
2020
Q3 | $538K | Buy |
3,876
+1,528
| +65% | +$239K | ﹤0.01% | 1916 |
|
|
2020
Q2 | $387K | Buy |
+2,348
| New | +$322K | ﹤0.01% | 2083 |
|
|
2020
Q1 | – | Sell |
-1,441
| Closed | -$301K | – | 2971 |
|
|
2019
Q4 | $301K | Buy |
1,441
+17
| +1% | +$3.41K | ﹤0.01% | 2315 |
|
|
2019
Q3 | $287K | Sell |
1,424
-45
| -3% | -$9.32K | ﹤0.01% | 2275 |
|
|
2019
Q2 | $305K | Buy |
1,469
+226
| +18% | +$45.5K | ﹤0.01% | 2186 |
|
|
2019
Q1 | $238K | Buy |
+1,243
| New | +$210K | ﹤0.01% | 2338 |
|
Other funds holding WEX
PCM
IC
VCM
VPM
