Farther Finance Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7K | Sell |
93
-179
| -66% | -$26.3K | ﹤0.01% | 2901 |
|
|
2025
Q1 | $43.8K | Buy |
272
+168
| +162% | +$27K | ﹤0.01% | 1966 |
|
|
2024
Q4 | $18.2K | Sell |
104
-4
| -4% | -$701 | ﹤0.01% | 2123 |
|
|
2024
Q3 | $22.7K | Buy |
108
+5
| +5% | +$1.05K | ﹤0.01% | 2030 |
|
|
2024
Q2 | $18.1K | Buy |
103
+23
| +29% | +$4.04K | ﹤0.01% | 1813 |
|
|
2024
Q1 | $19K | Buy |
80
+5
| +7% | +$1.19K | ﹤0.01% | 1510 |
|
|
2023
Q4 | $14.6K | Buy |
75
+59
| +369% | +$11.5K | ﹤0.01% | 1448 |
|
|
2023
Q3 | $3.01K | Hold |
16
| – | – | ﹤0.01% | 1698 |
|
|
2023
Q2 | $2.91K | Sell |
16
-166
| -91% | -$30.2K | ﹤0.01% | 1623 |
|
|
2023
Q1 | $33.5K | Buy |
182
+2
| +1% | +$368 | 0.01% | 731 |
|
|
2022
Q4 | $29.5K | Buy |
+180
| New | +$29.5K | 0.01% | 616 |
|