Concourse Financial Group Securities’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,025
| Closed | -$187K | – | 8344 |
|
|
2024
Q4 | $187K | Sell |
1,025
-96
| -9% | -$17.6K | 0.01% | 743 |
|
|
2024
Q3 | $235K | Buy |
1,121
+703
| +168% | +$147K | 0.01% | 657 |
|
|
2024
Q2 | $74K | Buy |
418
+54
| +15% | +$9.57K | ﹤0.01% | 1030 |
|
|
2024
Q1 | $86.5K | Buy |
364
+23
| +7% | +$5.46K | 0.01% | 968 |
|
|
2023
Q4 | $66.3K | Buy |
341
+31
| +10% | +$6.03K | ﹤0.01% | 1033 |
|
|
2023
Q3 | $58.3K | Sell |
310
-21
| -6% | -$3.95K | ﹤0.01% | 1017 |
|
|
2023
Q2 | $60.3K | Sell |
331
-16
| -5% | -$2.91K | ﹤0.01% | 1026 |
|
|
2023
Q1 | $63.8K | Buy |
347
+38
| +12% | +$6.99K | ﹤0.01% | 1006 |
|
|
2022
Q4 | $50.6K | Sell |
309
-244
| -44% | -$39.9K | ﹤0.01% | 1062 |
|
|
2022
Q3 | $70K | Buy |
553
+140
| +34% | +$17.7K | 0.01% | 843 |
|
|
2022
Q2 | $64K | Sell |
413
-57
| -12% | -$8.83K | 0.01% | 987 |
|
|
2022
Q1 | $84K | Sell |
470
-50
| -10% | -$8.94K | 0.01% | 935 |
|
|
2021
Q4 | $73K | Sell |
520
-13
| -2% | -$1.83K | ﹤0.01% | 1132 |
|
|
2021
Q3 | $94K | Buy |
533
+71
| +15% | +$12.5K | 0.01% | 1024 |
|
|
2021
Q2 | $90K | Sell |
462
-9
| -2% | -$1.75K | 0.01% | 1031 |
|
|
2021
Q1 | $99K | Buy |
471
+30
| +7% | +$6.31K | 0.01% | 937 |
|
|
2020
Q4 | $90K | Buy |
441
+15
| +4% | +$3.06K | 0.01% | 937 |
|
|
2020
Q3 | $59K | Buy |
426
+81
| +23% | +$11.2K | 0.01% | 997 |
|
|
2020
Q2 | $57K | Buy |
345
+122
| +55% | +$20.2K | 0.01% | 941 |
|
|
2020
Q1 | $23K | Sell |
223
-78
| -26% | -$8.05K | ﹤0.01% | 1191 |
|
|
2019
Q4 | $63K | Buy |
301
+126
| +72% | +$26.4K | 0.01% | 870 |
|
|
2019
Q3 | $35K | Buy |
175
+15
| +9% | +$3K | 0.01% | 752 |
|
|
2019
Q2 | $33K | Sell |
160
-23
| -13% | -$4.74K | ﹤0.01% | 1033 |
|
|
2019
Q1 | $35K | Buy |
183
+75
| +69% | +$14.3K | ﹤0.01% | 1014 |
|
|
2018
Q4 | $15K | Buy |
108
+20
| +23% | +$2.78K | ﹤0.01% | 1286 |
|
|
2018
Q3 | $18K | Buy |
+88
| New | +$18K | 0.01% | 900 |
|