Essex Investment Management’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 |
-137
| Closed | -$24K | – | 329 |
|
|
2024
Q4 | $24K | Sell |
137
-190
| -58% | -$33.3K | ﹤0.01% | 280 |
|
|
2024
Q3 | $68.6K | Hold |
327
| – | – | 0.01% | 248 |
|
|
2024
Q2 | $57.9K | Sell |
327
-46
| -12% | -$8.15K | 0.01% | 250 |
|
|
2024
Q1 | $88.6K | Sell |
373
-150
| -29% | -$35.6K | 0.02% | 230 |
|
|
2023
Q4 | $102K | Buy |
+523
| New | +$102K | 0.02% | 244 |
|
|
2021
Q2 | – | Sell |
-43
| Closed | -$9K | – | 471 |
|
|
2021
Q1 | $9K | Hold |
43
| – | – | ﹤0.01% | 424 |
|
|
2020
Q4 | $9K | Hold |
43
| – | – | ﹤0.01% | 444 |
|
|
2020
Q3 | $6K | Buy |
+43
| New | +$6K | ﹤0.01% | 456 |
|