Cornerstone Investment 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 | $695K | Buy |
4,731
+26
| +0.6% | +$3.82K | 0.03% | 49 |
|
|
2025
Q1 | $739K | Buy |
4,705
+133
| +3% | +$20.9K | 0.04% | 41 |
|
|
2024
Q4 | $802K | Buy |
4,572
+144
| +3% | +$25.2K | 0.04% | 44 |
|
|
2024
Q3 | $929K | Buy |
4,428
+104
| +2% | +$21.8K | 0.05% | 38 |
|
|
2024
Q2 | $766K | Buy |
4,324
+1,074
| +33% | +$190K | 0.04% | 58 |
|
|
2024
Q1 | $772K | Sell |
3,250
-28
| -0.9% | -$6.65K | 0.04% | 55 |
|
|
2023
Q4 | $638K | Buy |
3,278
+263
| +9% | +$51.2K | 0.04% | 60 |
|
|
2023
Q3 | $567K | Buy |
3,015
+23
| +0.8% | +$4.33K | 0.04% | 63 |
|
|
2023
Q2 | $545K | Buy |
2,992
+12
| +0.4% | +$2.19K | 0.03% | 67 |
|
|
2023
Q1 | $548K | Buy |
2,980
+55
| +2% | +$10.1K | 0.04% | 66 |
|
|
2022
Q4 | $479K | Buy |
2,925
+545
| +23% | +$89.2K | 0.03% | 73 |
|
|
2022
Q3 | $302K | Buy |
2,380
+515
| +28% | +$65.3K | 0.02% | 100 |
|
|
2022
Q2 | $290K | Buy |
1,865
+420
| +29% | +$65.3K | 0.02% | 103 |
|
|
2022
Q1 | $258K | Sell |
1,445
-11
| -0.8% | -$1.96K | 0.01% | 149 |
|
|
2021
Q4 | $204K | Buy |
+1,456
| New | +$204K | 0.01% | 249 |
|