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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.16M | Buy |
20,620
+9,138
| +80% | +$1.43M | ﹤0.01% | 1539 |
|
|
2025
Q4 | $1.71M | Buy |
11,482
+8,750
| +320% | +$1.32M | ﹤0.01% | 1844 |
|
|
2025
Q3 | $430K | Sell |
2,732
-365
| -12% | -$60.4K | ﹤0.01% | 2849 |
|
|
2025
Q2 | $455K | Sell |
3,097
-83,578
| -96% | -$11.2M | ﹤0.01% | 2547 |
|
|
2025
Q1 | $13.6M | Buy |
86,675
+1,849
| +2% | +$304K | 0.01% | 403 |
|
|
2024
Q4 | $14.9M | Buy |
84,826
+6,105
| +8% | +$1.14M | 0.01% | 350 |
|
|
2024
Q3 | $16.5M | Buy |
78,721
+1,398
| +2% | +$261K | 0.02% | 318 |
|
|
2024
Q2 | $13.7M | Buy |
77,323
+888
| +1% | +$181K | 0.01% | 336 |
|
|
2024
Q1 | $18.2M | Sell |
76,435
-876
| -1% | -$189K | 0.02% | 285 |
|
|
2023
Q4 | $15M | Sell |
77,311
-66,391
| -46% | -$12M | 0.03% | 302 |
|
|
2023
Q3 | $27M | Buy |
143,702
+75,476
| +111% | +$14.6M | 0.04% | 201 |
|
|
2023
Q2 | $12.4M | Buy |
68,226
+962
| +1% | +$170K | 0.02% | 303 |
|
|
2023
Q1 | $12.4M | Buy |
67,264
+49,653
| +282% | +$9.04M | 0.02% | 300 |
|
|
2022
Q4 | $2.88M | Buy |
+17,611
| New | +$2.74M | ﹤0.01% | 632 |
|
|
2022
Q2 | – | Sell |
-94
| Closed | -$17K | – | 2558 |
|
|
2022
Q1 | $17K | Sell |
94
-2,616
| -97% | -$427K | ﹤0.01% | 2156 |
|
|
2021
Q4 | $380K | Buy |
2,710
+1,561
| +136% | +$239K | ﹤0.01% | 1476 |
|
|
2021
Q3 | $202K | Sell |
1,149
-64
| -5% | -$11.7K | ﹤0.01% | 1861 |
|
|
2021
Q2 | $235K | Buy |
+1,213
| New | +$249K | ﹤0.01% | 1710 |
|
|
2020
Q3 | – | Sell |
-1,415
| Closed | -$233K | – | 2287 |
|
|
2020
Q2 | $233K | Buy |
+1,415
| New | +$194K | ﹤0.01% | 1449 |
|
|
2017
Q3 | – | Sell |
-223
| Closed | -$23K | – | 3704 |
|
|
2017
Q2 | $23K | Buy |
223
+75
| +51% | +$7.72K | ﹤0.01% | 3101 |
|
|
2017
Q1 | $15K | Buy |
148
+48
| +48% | +$5.33K | ﹤0.01% | 3347 |
|
|
2016
Q4 | $11K | Buy |
100
+60
| +150% | +$6.49K | ﹤0.01% | 3506 |
|
|
2016
Q3 | $4K | Buy |
40
+19
| +90% | +$1.86K | ﹤0.01% | 4005 |
|
|
2016
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 4061 |
|
|
2016
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 4000 |
|
|
2015
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 4082 |
|
|
2015
Q3 | $2K | Buy |
+21
| New | +$2.09K | ﹤0.01% | 3988 |
|
|
2015
Q1 | – | Sell |
-20
| Closed | -$2K | – | 4435 |
|
|
2014
Q4 | $2K | Sell |
20
-7
| -26% | -$746 | ﹤0.01% | 3859 |
|
|
2014
Q3 | $3K | Sell |
27
-3
| -10% | -$330 | ﹤0.01% | 3547 |
|
|
2014
Q2 | $3K | Buy |
+30
| New | +$2.87K | ﹤0.01% | 3426 |
|
Other funds holding WEX
PCM
IC
VCM
VPM
