Envestnet Portfolio Solutions’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,931
| Closed | -$339K | – | 1785 |
|
|
2024
Q4 | $339K | Sell |
1,931
-390
| -17% | -$68.4K | ﹤0.01% | 1442 |
|
|
2024
Q3 | $487K | Buy |
2,321
+988
| +74% | +$207K | ﹤0.01% | 1217 |
|
|
2024
Q2 | $236K | Sell |
1,333
-920
| -41% | -$163K | ﹤0.01% | 1509 |
|
|
2024
Q1 | $535K | Buy |
2,253
+299
| +15% | +$71K | ﹤0.01% | 1098 |
|
|
2023
Q4 | $380K | Buy |
1,954
+17
| +0.9% | +$3.31K | ﹤0.01% | 1174 |
|
|
2023
Q3 | $364K | Buy |
+1,937
| New | +$364K | ﹤0.01% | 1131 |
|