Creative Planning’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Sell |
3,097
-83,578
| -96% | -$12.3M | ﹤0.01% | 2540 |
|
|
2025
Q1 | $13.6M | Buy |
86,675
+1,849
| +2% | +$290K | 0.01% | 403 |
|
|
2024
Q4 | $14.9M | Buy |
84,826
+6,105
| +8% | +$1.07M | 0.01% | 350 |
|
|
2024
Q3 | $16.5M | Buy |
78,721
+1,398
| +2% | +$293K | 0.02% | 318 |
|
|
2024
Q2 | $13.7M | Buy |
77,323
+888
| +1% | +$157K | 0.01% | 336 |
|
|
2024
Q1 | $18.2M | Sell |
76,435
-876
| -1% | -$208K | 0.02% | 285 |
|
|
2023
Q4 | $15M | Sell |
77,311
-66,391
| -46% | -$12.9M | 0.03% | 302 |
|
|
2023
Q3 | $27M | Buy |
143,702
+75,476
| +111% | +$14.2M | 0.04% | 201 |
|
|
2023
Q2 | $12.4M | Buy |
68,226
+962
| +1% | +$175K | 0.02% | 303 |
|
|
2023
Q1 | $12.4M | Buy |
67,264
+49,653
| +282% | +$9.13M | 0.02% | 300 |
|
|
2022
Q4 | $2.88M | Buy |
+17,611
| New | +$2.88M | ﹤0.01% | 630 |
|
|
2022
Q2 | – | Sell |
-94
| Closed | -$17K | – | 2436 |
|
|
2022
Q1 | $17K | Sell |
94
-2,616
| -97% | -$473K | ﹤0.01% | 2130 |
|
|
2021
Q4 | $380K | Buy |
2,710
+1,561
| +136% | +$219K | ﹤0.01% | 1476 |
|
|
2021
Q3 | $202K | Sell |
1,149
-64
| -5% | -$11.3K | ﹤0.01% | 1857 |
|
|
2021
Q2 | $235K | Buy |
+1,213
| New | +$235K | ﹤0.01% | 1701 |
|
|
2020
Q3 | – | Sell |
-1,415
| Closed | -$233K | – | 2027 |
|
|
2020
Q2 | $233K | Buy |
+1,415
| New | +$233K | ﹤0.01% | 1431 |
|
|
2017
Q3 | – | Sell |
-223
| Closed | -$23K | – | 3594 |
|
|
2017
Q2 | $23K | Buy |
223
+75
| +51% | +$7.74K | ﹤0.01% | 3069 |
|
|
2017
Q1 | $15K | Buy |
148
+48
| +48% | +$4.87K | ﹤0.01% | 3311 |
|
|
2016
Q4 | $11K | Buy |
100
+60
| +150% | +$6.6K | ﹤0.01% | 3452 |
|
|
2016
Q3 | $4K | Buy |
40
+19
| +90% | +$1.9K | ﹤0.01% | 3902 |
|
|
2016
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 3953 |
|
|
2016
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 3911 |
|
|
2015
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 3981 |
|
|
2015
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 3906 |
|
|
2015
Q1 | – | Sell |
-20
| Closed | -$2K | – | 4256 |
|
|
2014
Q4 | $2K | Sell |
20
-7
| -26% | -$700 | ﹤0.01% | 3755 |
|
|
2014
Q3 | $3K | Sell |
27
-3
| -10% | -$333 | ﹤0.01% | 3469 |
|
|
2014
Q2 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 3327 |
|