Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.66M Buy
30,447
+8,827
+41% +$1.38M 1.07% 34
2025
Q4
$3.22M Sell
21,620
-211
-1% -$31.8K 0.7% 38
2025
Q3
$3.44M Sell
21,831
-422
-2% -$69.8K 0.75% 37
2025
Q2
$3.27M Buy
22,253
+1,025
+5% +$138K 0.74% 35
2025
Q1
$3.33M Buy
21,228
+1,571
+8% +$259K 0.82% 34
2024
Q4
$3.45M Buy
19,657
+137
+0.7% +$25.7K 0.91% 34
2024
Q3
$4.09M Buy
19,520
+17,524
+878% +$3.27M 1.02% 34
2024
Q2
$354K Buy
1,996
+586
+42% +$120K 0.09% 53
2024
Q1
$335K Hold
1,410
0.08% 54
2023
Q4
$274K Hold
1,410
0.07% 57
2023
Q3
$265K Buy
+1,410
New +$272K 0.07% 57

Other funds holding WEX