Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$114K Sell
805
-394
-33% -$58.4K ﹤0.01% 1717
2026
Q1
$183K Buy
1,199
+184
+18% +$28.8K 0.01% 1183
2025
Q4
$151K Sell
1,015
-26
-2% -$3.92K 0.01% 1246
2025
Q3
$164K Buy
1,041
+121
+13% +$20K 0.01% 1124
2025
Q2
$135K Buy
920
+480
+109% +$64.5K 0.01% 1202
2025
Q1
$69.1K Buy
440
+193
+78% +$31.8K 0.01% 1544
2024
Q4
$43.3K Sell
247
-54
-18% -$10.1K ﹤0.01% 1775
2024
Q3
$63.1K Buy
301
+87
+41% +$16.2K 0.01% 1321
2024
Q2
$37.9K Buy
214
+47
+28% +$9.59K 0.01% 1390
2024
Q1
$39.7K Buy
167
+34
+26% +$7.32K 0.01% 1190
2023
Q4
$27.2K Buy
+133
New +$24.1K 0.01% 1290

Other funds holding WEX