Creative Planning’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 | $455K | Sell |
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|
2025
Q1 | $13.6M | Buy |
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|
2024
Q4 | $14.9M | Buy |
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|
2024
Q3 | $16.5M | Buy |
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|
2024
Q2 | $13.7M | Buy |
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|
2024
Q1 | $18.2M | Sell |
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|
2023
Q4 | $15M | Sell |
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|
2023
Q3 | $27M | Buy |
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|
2023
Q2 | $12.4M | Buy |
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|
2023
Q1 | $12.4M | Buy |
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|
2022
Q4 | $2.88M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $17K | Sell |
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|
2021
Q4 | $380K | Buy |
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|
2021
Q3 | $202K | Sell |
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|
2021
Q2 | $235K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $233K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $23K | Buy |
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|
2017
Q1 | $15K | Buy |
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|
2016
Q4 | $11K | Buy |
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|
2016
Q3 | $4K | Buy |
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|
2016
Q2 | $2K | Hold |
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|
2016
Q1 | $2K | Hold |
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|
2015
Q4 | $2K | Hold |
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|
2015
Q3 | $2K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $2K | Sell |
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|
2014
Q3 | $3K | Sell |
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|
2014
Q2 | $3K | Buy |
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