Creative Financial Designs’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 | $881 | Sell |
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|
2025
Q1 | $2.04K | Hold |
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|
2024
Q4 | $2.28K | Hold |
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|
2024
Q3 | $2.73K | Hold |
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|
2024
Q2 | $2.3K | Hold |
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|
2024
Q1 | $3.09K | Hold |
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|
2023
Q4 | $2.53K | Hold |
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|
2023
Q3 | $2.44K | Hold |
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|
2023
Q2 | $2.37K | Hold |
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|
2023
Q1 | $2.39K | Sell |
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|
2022
Q4 | $43K | Hold |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $41K | Hold |
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|
2022
Q1 | $47K | Hold |
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|
2021
Q4 | $37K | Hold |
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|
2021
Q3 | $46K | Hold |
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|
2021
Q2 | $51K | Hold |
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|
2021
Q1 | $55K | Hold |
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|
2020
Q4 | $54K | Hold |
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|
2020
Q3 | $37K | Hold |
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|
2020
Q2 | $43K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $2K | Hold |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $1K | Hold |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $1K | Buy |
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