Evercore Wealth 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 | – | Sell |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $251K | Hold |
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|
2024
Q3 | $300K | Hold |
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|
2024
Q2 | $254K | Hold |
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|
2024
Q1 | $340K | Hold |
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|
2023
Q4 | $279K | Sell |
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|
2023
Q3 | $283K | Hold |
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|
2023
Q2 | $274K | Hold |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $236K | Hold |
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|
2022
Q1 | $270K | Sell |
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|
2021
Q4 | $219K | Sell |
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|
2021
Q3 | $279K | Hold |
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|
2021
Q2 | $307K | Sell |
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|
2021
Q1 | $335K | Hold |
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|
2020
Q4 | $325K | Buy |
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|
2020
Q3 | $218K | Sell |
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|
2020
Q2 | $259K | Sell |
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|
2020
Q1 | $300K | Sell |
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|
2019
Q4 | $602K | Buy |
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|
2019
Q3 | $578K | Sell |
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|
2019
Q2 | $691K | Sell |
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|
2019
Q1 | $639K | Sell |
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|
2018
Q4 | $475K | Sell |
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|
2018
Q3 | $804K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $81K | Hold |
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|
2017
Q3 | $64K | Hold |
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|
2017
Q2 | $60K | Hold |
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|
2017
Q1 | $60K | Buy |
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|
2016
Q4 | $56K | Sell |
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|
2016
Q3 | $64K | Buy |
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|
2016
Q2 | $47K | Sell |
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|
2016
Q1 | $48K | Sell |
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|
2015
Q4 | $109K | Sell |
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|
2015
Q3 | $136K | Buy |
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|
2015
Q2 | $169K | Buy |
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|
2015
Q1 | $121K | Buy |
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|
2014
Q4 | $113K | Sell |
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|
2014
Q3 | $171K | Buy |
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|
2014
Q2 | $116K | Sell |
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|
2014
Q1 | $123K | Buy |
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|
2013
Q4 | $105K | Sell |
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|
2013
Q3 | $122K | Hold |
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|
2013
Q2 | $108K | Buy |
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