Dana Investment Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Sell |
24,842
-404
| -2% | -$59.3K | 0.12% | 202 |
|
|
2025
Q1 | $3.96M | Sell |
25,246
-647
| -2% | -$102K | 0.14% | 182 |
|
|
2024
Q4 | $4.54M | Sell |
25,893
-1,480
| -5% | -$259K | 0.15% | 172 |
|
|
2024
Q3 | $5.74M | Sell |
27,373
-3,238
| -11% | -$679K | 0.19% | 149 |
|
|
2024
Q2 | $5.42M | Sell |
30,611
-388
| -1% | -$68.7K | 0.18% | 155 |
|
|
2024
Q1 | $7.36M | Buy |
+30,999
| New | +$7.36M | 0.24% | 117 |
|