Edgestream Partners’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
+8,568
| New | +$1.26M | 0.04% | 607 |
|
|
2024
Q4 | – | Sell |
-3,464
| Closed | -$727K | – | 1120 |
|
|
2024
Q3 | $727K | Buy |
+3,464
| New | +$727K | 0.03% | 633 |
|
|
2024
Q2 | – | Sell |
-4,352
| Closed | -$1.03M | – | 1060 |
|
|
2024
Q1 | $1.03M | Buy |
4,352
+2,972
| +215% | +$706K | 0.05% | 491 |
|
|
2023
Q4 | $268K | Buy |
+1,380
| New | +$268K | 0.02% | 742 |
|
|
2023
Q1 | – | Sell |
-5,779
| Closed | -$946K | – | 667 |
|
|
2022
Q4 | $946K | Buy |
+5,779
| New | +$946K | 0.11% | 270 |
|
|
2022
Q2 | – | Sell |
-1,157
| Closed | -$206K | – | 642 |
|
|
2022
Q1 | $206K | Buy |
+1,157
| New | +$206K | 0.02% | 515 |
|