Envestnet Asset Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
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|
2025
Q1 | $9.27M | Buy |
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|
2024
Q4 | $10.3M | Sell |
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|
2024
Q3 | $15.2M | Buy |
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|
2024
Q2 | $8.92M | Buy |
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|
2024
Q1 | $11.8M | Buy |
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|
2023
Q4 | $9.04M | Buy |
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|
2023
Q3 | $8.39M | Buy |
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|
2023
Q2 | $2.87M | Sell |
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|
2023
Q1 | $2.53M | Buy |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.42M | Buy |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $1.52M | Sell |
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|
2020
Q4 | $1.54M | Sell |
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|
2020
Q3 | $1.27M | Sell |
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|
2020
Q2 | $1.55M | Sell |
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|
2020
Q1 | $1.04M | Sell |
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|
2019
Q4 | $4.53M | Buy |
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|
2019
Q3 | $1.82M | Buy |
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|
2019
Q2 | $1.81M | Buy |
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|
2019
Q1 | $1.56M | Buy |
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|
2018
Q4 | $1.08M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.18M | Sell |
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|
2018
Q1 | $983K | Sell |
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|
2017
Q4 | $914K | Sell |
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|
2017
Q3 | $737K | Sell |
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|
2017
Q2 | $717K | Buy |
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|
2017
Q1 | $656K | Sell |
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|
2016
Q4 | $780K | Sell |
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|
2016
Q3 | $816K | Sell |
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|
2016
Q2 | $1.21M | Sell |
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|
2016
Q1 | $1.18M | Buy |
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|
2015
Q4 | $1.2M | Sell |
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|
2015
Q3 | $1.21M | Sell |
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|
2015
Q2 | $1.7M | Sell |
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|
2015
Q1 | $1.63M | Buy |
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|
2014
Q4 | $24K | Sell |
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|
2014
Q3 | $594K | Buy |
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|
2014
Q2 | $28K | Buy |
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|
2014
Q1 | $13K | Sell |
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|
2013
Q4 | $14K | Sell |
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|
2013
Q3 | $14K | Sell |
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|
2013
Q2 | $13K | Buy |
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