Concord Wealth Partners’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 | $3.52K | Hold |
|
|||||
|
2025
Q1 | $3.77K | Hold |
|
|||||
|
2024
Q4 | $4.21K | Hold |
|
|||||
|
2024
Q3 | $5.03K | Hold |
|
|||||
|
2024
Q2 | $4.25K | Hold |
|
|||||
|
2024
Q1 | $5.7K | Hold |
|
|||||
|
2023
Q4 | $4.67K | Sell |
|
|||||
|
2023
Q3 | $8.28K | Hold |
|
|||||
|
2023
Q2 | $8.01K | Hold |
|
|||||
|
2023
Q1 | $8.09K | Buy |
|
|||||
|
2022
Q4 | $3.27K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $3K | Hold |
|
|||||
|
2022
Q1 | $4K | Hold |
|
|||||
|
2021
Q4 | $3K | Hold |
|
|||||
|
2021
Q3 | $4K | Hold |
|
|||||
|
2021
Q2 | $4K | Hold |
|
|||||
|
2021
Q1 | $4K | Buy |
|