Empowered Funds’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Buy |
3,831
+1,323
| +53% | +$194K | 0.01% | 1273 |
|
|
2025
Q1 | $394K | Buy |
+2,508
| New | +$394K | 0.01% | 1312 |
|
|
2024
Q1 | – | Sell |
-8,059
| Closed | -$1.57M | – | 1446 |
|
|
2023
Q4 | $1.57M | Buy |
+8,059
| New | +$1.57M | 0.04% | 607 |
|
|
2023
Q3 | – | Sell |
-4,722
| Closed | -$860K | – | 1278 |
|
|
2023
Q2 | $860K | Buy |
+4,722
| New | +$860K | 0.03% | 650 |
|
|
2019
Q1 | – | Sell |
-8,023
| Closed | -$1.12M | – | 128 |
|
|
2018
Q4 | $1.12M | Sell |
8,023
-869
| -10% | -$122K | 0.48% | 80 |
|
|
2018
Q3 | $1.77M | Sell |
8,892
-69
| -0.8% | -$13.7K | 0.52% | 63 |
|
|
2018
Q2 | $1.71M | Buy |
+8,961
| New | +$1.71M | 0.54% | 49 |
|
|
2017
Q2 | – | Sell |
-6,327
| Closed | -$655K | – | 117 |
|
|
2017
Q1 | $655K | Buy |
+6,327
| New | +$655K | 0.67% | 80 |
|