Fiduciary Trust’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Sell |
2,901
-4
| -0.1% | -$588 | 0.01% | 575 |
|
|
2025
Q1 | $456K | Sell |
2,905
-60
| -2% | -$9.42K | 0.01% | 538 |
|
|
2024
Q4 | $520K | Buy |
2,965
+60
| +2% | +$10.5K | 0.01% | 468 |
|
|
2024
Q3 | $609K | Hold |
2,905
| – | – | 0.01% | 445 |
|
|
2024
Q2 | $515K | Hold |
2,905
| – | – | 0.01% | 446 |
|
|
2024
Q1 | $690K | Hold |
2,905
| – | – | 0.01% | 406 |
|
|
2023
Q4 | $565K | Hold |
2,905
| – | – | 0.01% | 430 |
|
|
2023
Q3 | $546K | Hold |
2,905
| – | – | 0.01% | 419 |
|
|
2023
Q2 | $529K | Buy |
+2,905
| New | +$529K | 0.01% | 432 |
|
|
2017
Q3 | – | Sell |
-1,840
| Closed | -$192K | – | 513 |
|
|
2017
Q2 | $192K | Buy |
+1,840
| New | +$192K | 0.01% | 442 |
|