First Horizon 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 | $21K | Sell |
143
-75
| -34% | -$11K | ﹤0.01% | 1402 |
|
|
2025
Q1 | $34.2K | Buy |
218
+36
| +20% | +$5.65K | ﹤0.01% | 1096 |
|
|
2024
Q4 | $31.9K | Sell |
182
-14
| -7% | -$2.45K | ﹤0.01% | 1149 |
|
|
2024
Q3 | $41.1K | Buy |
196
+28
| +17% | +$5.87K | ﹤0.01% | 1075 |
|
|
2024
Q2 | $29.8K | Buy |
168
+7
| +4% | +$1.24K | ﹤0.01% | 1132 |
|
|
2024
Q1 | $38.2K | Sell |
161
-5
| -3% | -$1.19K | ﹤0.01% | 1083 |
|
|
2023
Q4 | $32.3K | Buy |
166
+4
| +2% | +$778 | ﹤0.01% | 1128 |
|
|
2023
Q3 | $30.5K | Sell |
162
-49
| -23% | -$9.22K | ﹤0.01% | 1077 |
|
|
2023
Q2 | $38.4K | Hold |
211
| – | – | ﹤0.01% | 1002 |
|
|
2023
Q1 | $38.8K | Hold |
211
| – | – | ﹤0.01% | 1000 |
|
|
2022
Q4 | $34.5K | Sell |
211
-38
| -15% | -$6.22K | ﹤0.01% | 1024 |
|
|
2022
Q3 | $32K | Sell |
249
-327
| -57% | -$42K | ﹤0.01% | 1039 |
|
|
2022
Q2 | $89K | Sell |
576
-124
| -18% | -$19.2K | ﹤0.01% | 725 |
|
|
2022
Q1 | $125K | Sell |
700
-127
| -15% | -$22.7K | 0.01% | 455 |
|
|
2021
Q4 | $116K | Sell |
827
-85
| -9% | -$11.9K | ﹤0.01% | 640 |
|
|
2021
Q3 | $161K | Buy |
912
+622
| +214% | +$110K | 0.01% | 549 |
|
|
2021
Q2 | $56K | Sell |
290
-9
| -3% | -$1.74K | ﹤0.01% | 736 |
|
|
2021
Q1 | $62K | Buy |
299
+231
| +340% | +$47.9K | ﹤0.01% | 662 |
|
|
2020
Q4 | $14K | Buy |
68
+18
| +36% | +$3.71K | ﹤0.01% | 984 |
|
|
2020
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 1106 |
|
|
2020
Q2 | $8K | Hold |
50
| – | – | ﹤0.01% | 1080 |
|
|
2020
Q1 | $5K | Sell |
50
-25
| -33% | -$2.5K | ﹤0.01% | 1125 |
|
|
2019
Q4 | $16K | Hold |
75
| – | – | ﹤0.01% | 952 |
|
|
2019
Q3 | $15K | Sell |
75
-82
| -52% | -$16.4K | ﹤0.01% | 953 |
|
|
2019
Q2 | $33K | Hold |
157
| – | – | ﹤0.01% | 697 |
|
|
2019
Q1 | $30K | Hold |
157
| – | – | ﹤0.01% | 678 |
|
|
2018
Q4 | $22K | Hold |
157
| – | – | ﹤0.01% | 765 |
|
|
2018
Q3 | $32K | Sell |
157
-36
| -19% | -$7.34K | ﹤0.01% | 717 |
|
|
2018
Q2 | $37K | Sell |
193
-3
| -2% | -$575 | ﹤0.01% | 659 |
|
|
2018
Q1 | $31K | Hold |
196
| – | – | ﹤0.01% | 648 |
|
|
2017
Q4 | $28K | Hold |
196
| – | – | ﹤0.01% | 705 |
|
|
2017
Q3 | $22K | Hold |
196
| – | – | ﹤0.01% | 772 |
|
|
2017
Q2 | $20K | Buy |
196
+25
| +15% | +$2.55K | ﹤0.01% | 789 |
|
|
2017
Q1 | $18K | Hold |
171
| – | – | ﹤0.01% | 853 |
|
|
2016
Q4 | $18K | Hold |
171
| – | – | ﹤0.01% | 829 |
|
|
2016
Q3 | $18K | Buy |
171
+121
| +242% | +$12.7K | ﹤0.01% | 823 |
|
|
2016
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 1150 |
|
|
2016
Q1 | $4K | Buy |
50
+4
| +9% | +$320 | ﹤0.01% | 1181 |
|
|
2015
Q4 | $4K | Hold |
46
| – | – | ﹤0.01% | 1100 |
|
|
2015
Q3 | $4K | Hold |
46
| – | – | ﹤0.01% | 1230 |
|
|
2015
Q2 | $5K | Hold |
46
| – | – | ﹤0.01% | 1216 |
|
|
2015
Q1 | $5K | Hold |
46
| – | – | ﹤0.01% | 1243 |
|
|
2014
Q4 | $5K | Buy |
+46
| New | +$5K | ﹤0.01% | 1245 |
|