Fifth Third Wealth 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 | $757K | Sell |
5,153
-46
| -0.9% | -$6.76K | 0.03% | 283 |
|
2025
Q1 | $816K | Sell |
5,199
-81
| -2% | -$12.7K | 0.04% | 248 |
|
2024
Q4 | $926K | Buy |
5,280
+3,834
| +265% | +$672K | 0.05% | 213 |
|
2024
Q3 | $303K | Buy |
1,446
+32
| +2% | +$6.71K | 0.02% | 464 |
|
2024
Q2 | $250K | Buy |
+1,414
| New | +$250K | 0.02% | 499 |
|