Concourse Financial Group Securities’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $187K | Sell |
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|
2024
Q3 | $235K | Buy |
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|
2024
Q2 | $74K | Buy |
|
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|
2024
Q1 | $86.5K | Buy |
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|
2023
Q4 | $66.3K | Buy |
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|
2023
Q3 | $58.3K | Sell |
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|
2023
Q2 | $60.3K | Sell |
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|
2023
Q1 | $63.8K | Buy |
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|
2022
Q4 | $50.6K | Sell |
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|
2022
Q3 | $70K | Buy |
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|
2022
Q2 | $64K | Sell |
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|
2022
Q1 | $84K | Sell |
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|
2021
Q4 | $73K | Sell |
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|
2021
Q3 | $94K | Buy |
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|
2021
Q2 | $90K | Sell |
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|
2021
Q1 | $99K | Buy |
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|
2020
Q4 | $90K | Buy |
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|
2020
Q3 | $59K | Buy |
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|
2020
Q2 | $57K | Buy |
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|
2020
Q1 | $23K | Sell |
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|
2019
Q4 | $63K | Buy |
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|
2019
Q3 | $35K | Buy |
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|
2019
Q2 | $33K | Sell |
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|
2019
Q1 | $35K | Buy |
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|
2018
Q4 | $15K | Buy |
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|
2018
Q3 | $18K | Buy |
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