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Edgestream Partners’s WEX WEX Stock Holding History

Edgestream Partners’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,568
Closed -$1.26M – 1082
2025
Q2 		$1.26M Buy
+8,568
New +$1.15M 0.04% 607
2024
Q4 		– Sell
-3,464
Closed -$727K – 1120
2024
Q3 		$727K Buy
+3,464
New +$646K 0.03% 633
2024
Q2 		– Sell
-4,352
Closed -$1.03M – 1060
2024
Q1 		$1.03M Buy
4,352
+2,972
+215% +$640K 0.05% 491
2023
Q4 		$268K Buy
+1,380
New +$250K 0.02% 742
2023
Q1 		– Sell
-5,779
Closed -$946K – 667
2022
Q4 		$946K Buy
+5,779
New +$900K 0.11% 270
2022
Q2 		– Sell
-1,157
Closed -$206K – 642
2022
Q1 		$206K Buy
+1,157
New +$189K 0.02% 515

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