Farther Finance Advisors’s WEX WEX Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | $19.8K | Buy |  | |||||
| 2025 Q2 | $13.7K | Sell |  | |||||
| 2025 Q1 | $43.8K | Buy |  | |||||
| 2024 Q4 | $18.2K | Sell |  | |||||
| 2024 Q3 | $22.6K | Buy |  | |||||
| 2024 Q2 | $18.1K | Buy |  | |||||
| 2024 Q1 | $19K | Buy |  | |||||
| 2023 Q4 | $14.6K | Buy |  | |||||
| 2023 Q3 | $3.01K | Hold |  | |||||
| 2023 Q2 | $2.91K | Sell |  | |||||
| 2023 Q1 | $33.5K | Buy |  | |||||
| 2022 Q4 | $29.5K | Buy |  |