Concord Wealth Partners’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53K | Hold |
24
| – | – | ﹤0.01% | 675 |
|
|
2025
Q1 | $3.77K | Hold |
24
| – | – | ﹤0.01% | 622 |
|
|
2024
Q4 | $4.21K | Hold |
24
| – | – | ﹤0.01% | 623 |
|
|
2024
Q3 | $5.03K | Hold |
24
| – | – | ﹤0.01% | 629 |
|
|
2024
Q2 | $4.25K | Hold |
24
| – | – | ﹤0.01% | 588 |
|
|
2024
Q1 | $5.7K | Hold |
24
| – | – | ﹤0.01% | 641 |
|
|
2023
Q4 | $4.67K | Sell |
24
-20
| -45% | -$3.89K | ﹤0.01% | 643 |
|
|
2023
Q3 | $8.28K | Hold |
44
| – | – | ﹤0.01% | 646 |
|
|
2023
Q2 | $8.01K | Hold |
44
| – | – | ﹤0.01% | 639 |
|
|
2023
Q1 | $8.09K | Buy |
44
+24
| +120% | +$4.41K | ﹤0.01% | 616 |
|
|
2022
Q4 | $3.27K | Buy |
+20
| New | +$3.27K | ﹤0.01% | 851 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$3K | – | 1157 |
|
|
2022
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 974 |
|
|
2022
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 988 |
|
|
2021
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 1082 |
|
|
2021
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 656 |
|
|
2021
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 792 |
|
|
2021
Q1 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 738 |
|