DiNuzzo Private Wealth’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18K | Buy |
8
+2
| +33% | +$294 | ﹤0.01% | 802 |
|
|
2025
Q1 | $943 | Hold |
6
| – | – | ﹤0.01% | 846 |
|
|
2024
Q4 | $1.05K | Hold |
6
| – | – | ﹤0.01% | 830 |
|
|
2024
Q3 | $1.26K | Hold |
6
| – | – | ﹤0.01% | 777 |
|
|
2024
Q2 | $1.06K | Buy |
6
+1
| +20% | +$177 | ﹤0.01% | 774 |
|
|
2024
Q1 | $1.19K | Hold |
5
| – | – | ﹤0.01% | 670 |
|
|
2023
Q4 | $973 | Buy |
+5
| New | +$973 | ﹤0.01% | 712 |
|