Crossmark Global Holdings’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 | $6.38M | Buy |
41,714
+12,507
| +43% | +$1.95M | 0.09% | 220 |
|
|
2025
Q4 | $4.35M | Buy |
29,207
+9,410
| +48% | +$1.42M | 0.06% | 278 |
|
|
2025
Q3 | $3.12M | Buy |
19,797
+18,372
| +1,289% | +$3.04M | 0.05% | 336 |
|
|
2025
Q2 | $209K | Sell |
1,425
-249
| -15% | -$33.4K | ﹤0.01% | 1255 |
|
|
2025
Q1 | $263K | Sell |
1,674
-770
| -32% | -$127K | ﹤0.01% | 1147 |
|
|
2024
Q4 | $429K | Sell |
2,444
-774
| -24% | -$145K | 0.01% | 898 |
|
|
2024
Q3 | $675K | Buy |
3,218
+572
| +22% | +$107K | 0.01% | 738 |
|
|
2024
Q2 | $469K | Sell |
2,646
-550
| -17% | -$112K | 0.01% | 866 |
|
|
2024
Q1 | $760K | Sell |
3,196
-6,402
| -67% | -$1.38M | 0.01% | 709 |
|
|
2023
Q4 | $1.87M | Sell |
9,598
-9,894
| -51% | -$1.79M | 0.04% | 416 |
|
|
2023
Q3 | $3.74M | Sell |
19,492
-896
| -4% | -$173K | 0.08% | 250 |
|
|
2023
Q2 | $3.84M | Buy |
20,388
+1,717
| +9% | +$304K | 0.08% | 260 |
|
|
2023
Q1 | $3.43M | Buy |
18,671
+14,253
| +323% | +$2.6M | 0.08% | 274 |
|
|
2022
Q4 | $723K | Buy |
4,418
+687
| +18% | +$107K | 0.02% | 655 |
|
|
2022
Q3 | $474K | Sell |
3,731
-4
| -0.1% | -$629 | 0.01% | 790 |
|
|
2022
Q2 | $581K | Sell |
3,735
-120
| -3% | -$19.6K | 0.02% | 753 |
|
|
2022
Q1 | $688K | Buy |
3,855
+70
| +2% | +$11.4K | 0.02% | 773 |
|
|
2021
Q4 | $531K | Buy |
3,785
+500
| +15% | +$76.4K | 0.01% | 867 |
|
|
2021
Q3 | $579K | Sell |
3,285
-80
| -2% | -$14.6K | 0.01% | 849 |
|
|
2021
Q2 | $652K | Sell |
3,365
-210
| -6% | -$43.1K | 0.02% | 783 |
|
|
2021
Q1 | $748K | Buy |
3,575
+80
| +2% | +$16.9K | 0.02% | 707 |
|
|
2020
Q4 | $711K | Sell |
3,495
-1,110
| -24% | -$187K | 0.02% | 699 |
|
|
2020
Q3 | $640K | Sell |
4,605
-310
| -6% | -$48.6K | 0.02% | 679 |
|
|
2020
Q2 | $811K | Buy |
4,915
+407
| +9% | +$55.9K | 0.02% | 593 |
|
|
2020
Q1 | $471K | Sell |
4,508
-80
| -2% | -$14.9K | 0.02% | 673 |
|
|
2019
Q4 | $961K | Buy |
4,588
+220
| +5% | +$44.1K | 0.03% | 571 |
|
|
2019
Q3 | $883K | Sell |
4,368
-322
| -7% | -$66.7K | 0.03% | 571 |
|
|
2019
Q2 | $976K | Sell |
4,690
-211
| -4% | -$42.5K | 0.03% | 564 |
|
|
2019
Q1 | $941K | Buy |
4,901
+443
| +10% | +$74.9K | 0.03% | 561 |
|
|
2018
Q4 | $624K | Sell |
4,458
-350
| -7% | -$57.6K | 0.02% | 667 |
|
|
2018
Q3 | $965K | Sell |
4,808
-173
| -3% | -$33.2K | 0.02% | 624 |
|
|
2018
Q2 | $949K | Buy |
4,981
+250
| +5% | +$43.6K | 0.03% | 617 |
|
|
2018
Q1 | $741K | Buy |
4,731
+17
| +0.4% | +$2.56K | 0.02% | 719 |
|
|
2017
Q4 | $666K | Buy |
4,714
+693
| +17% | +$86.7K | 0.02% | 810 |
|
|
2017
Q3 | $451K | Buy |
+4,021
| New | +$436K | 0.01% | 1025 |
|
|
2016
Q3 | $451K | Buy |
+4,021
| New | +$394K | 0.01% | 1025 |
|
Other funds holding WEX
PCM
IC
VCM
VPM
