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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $280K | Sell |
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|
2025
Q2 | $274K | Buy |
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|
2025
Q1 | $256K | Buy |
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|
2024
Q4 | $279K | Sell |
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|
2024
Q3 | $386K | Sell |
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|
2024
Q2 | $361K | Sell |
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|
2024
Q1 | $527K | Sell |
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|
2023
Q4 | $453K | Sell |
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|
2023
Q3 | $440K | Sell |
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|
2023
Q2 | $457K | Sell |
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|
2023
Q1 | $476 | Buy |
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $312K | Sell |
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|
2022
Q2 | $390K | Sell |
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|
2022
Q1 | $460K | Sell |
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|
2021
Q4 | $377K | Buy |
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|
2021
Q3 | $454K | Sell |
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|
2021
Q2 | $542K | Buy |
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|
2021
Q1 | $576K | Buy |
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|
2020
Q4 | $521K | Sell |
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|
2020
Q3 | $538K | Buy |
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|
2020
Q2 | $387K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $301K | Buy |
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|
2019
Q3 | $287K | Sell |
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|
2019
Q2 | $305K | Buy |
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|
2019
Q1 | $238K | Buy |
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