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EP Wealth Advisors’s WEX WEX Stock Holding History

EP Wealth Advisors’s Portfolio WEX Stock Details WEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$225K Buy
1,532
+223
+17% +$32.8K ﹤0.01% 1186
2025
Q1 		$206K Sell
1,309
-47
-3% -$7.38K ﹤0.01% 1117
2024
Q4 		$238K Buy
1,356
+158
+13% +$27.7K ﹤0.01% 978
2024
Q3 		$251K Buy
+1,198
New +$251K ﹤0.01% 932