Corient Private Wealth’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
17,216
+8,267
| +92% | +$1.21M | ﹤0.01% | 1013 |
|
|
2025
Q1 | $1.41M | Sell |
8,949
-131
| -1% | -$20.6K | ﹤0.01% | 1124 |
|
|
2024
Q4 | $1.59M | Sell |
9,080
-1,731
| -16% | -$303K | ﹤0.01% | 1089 |
|
|
2024
Q3 | $2.27M | Buy |
10,811
+650
| +6% | +$136K | ﹤0.01% | 1015 |
|
|
2024
Q2 | $1.8M | Sell |
10,161
-878
| -8% | -$156K | ﹤0.01% | 1066 |
|
|
2024
Q1 | $2.62M | Buy |
11,039
+881
| +9% | +$209K | ﹤0.01% | 910 |
|
|
2023
Q4 | $1.98M | Buy |
10,158
+409
| +4% | +$79.6K | ﹤0.01% | 1004 |
|
|
2023
Q3 | $1.83M | Sell |
9,749
-12
| -0.1% | -$2.26K | ﹤0.01% | 949 |
|
|
2023
Q2 | $1.78M | Sell |
9,761
-1,998
| -17% | -$364K | ﹤0.01% | 937 |
|
|
2023
Q1 | $2.16M | Buy |
11,759
+759
| +7% | +$140K | 0.01% | 816 |
|
|
2022
Q4 | $1.8M | Buy |
+11,000
| New | +$1.8M | 0.01% | 734 |
|