DWA
Dougherty Wealth Advisers’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.4K | Hold |
214
| – | – | 0.02% | 95 |
|
|
2025
Q1 | $33.6K | Hold |
214
| – | – | 0.02% | 92 |
|
|
2024
Q4 | $37.5K | Hold |
214
| – | – | 0.03% | 91 |
|
|
2024
Q3 | $44.9K | Hold |
214
| – | – | 0.04% | 81 |
|
|
2024
Q2 | $37.9K | Hold |
214
| – | – | 0.03% | 85 |
|
|
2024
Q1 | $50.8K | Hold |
214
| – | – | 0.05% | 75 |
|
|
2023
Q4 | $41.6K | Hold |
214
| – | – | 0.04% | 89 |
|
|
2023
Q3 | $40.3K | Hold |
214
| – | – | 0.05% | 82 |
|
|
2023
Q2 | $39K | Hold |
214
| – | – | 0.05% | 91 |
|
|
2023
Q1 | $39.4K | Hold |
214
| – | – | 0.06% | 89 |
|
|
2022
Q4 | $35K | Hold |
214
| – | – | 0.06% | 98 |
|
|
2022
Q3 | $27K | Hold |
214
| – | – | 0.05% | 101 |
|
|
2022
Q2 | $33K | Hold |
214
| – | – | 0.06% | 96 |
|
|
2022
Q1 | $38K | Hold |
214
| – | – | 0.06% | 100 |
|
|
2021
Q4 | $30K | Hold |
214
| – | – | 0.04% | 116 |
|
|
2021
Q3 | $38K | Hold |
214
| – | – | 0.06% | 107 |
|
|
2021
Q2 | $41K | Hold |
214
| – | – | 0.06% | 103 |
|
|
2021
Q1 | $45K | Hold |
214
| – | – | 0.07% | 100 |
|
|
2020
Q4 | $44K | Hold |
214
| – | – | 0.07% | 109 |
|
|
2020
Q3 | $30K | Hold |
214
| – | – | 0.1% | 119 |
|
|
2020
Q2 | $35K | Hold |
214
| – | – | 0.13% | 117 |
|
|
2020
Q1 | $22K | Sell |
214
-76
| -26% | -$7.81K | 0.09% | 130 |
|
|
2019
Q4 | $61K | Hold |
290
| – | – | 0.19% | 95 |
|
|
2019
Q3 | $59K | Hold |
290
| – | – | 0.19% | 95 |
|
|
2019
Q2 | $60K | Hold |
290
| – | – | 0.17% | 99 |
|
|
2019
Q1 | $56K | Hold |
290
| – | – | 0.19% | 96 |
|
|
2018
Q4 | $48K | Buy |
+290
| New | +$48K | 0.16% | 109 |
|