GIA
GHP Investment Advisors’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
8,411
-1,174
| -12% | -$172K | 0.05% | 255 |
|
|
2025
Q1 | $1.51M | Sell |
9,585
-771
| -7% | -$121K | 0.07% | 240 |
|
|
2024
Q4 | $1.82M | Sell |
10,356
-225
| -2% | -$39.4K | 0.08% | 234 |
|
|
2024
Q3 | $2.22M | Sell |
10,581
-185
| -2% | -$38.8K | 0.1% | 219 |
|
|
2024
Q2 | $1.91M | Sell |
10,766
-862
| -7% | -$153K | 0.1% | 227 |
|
|
2024
Q1 | $2.76M | Sell |
11,628
-345
| -3% | -$81.9K | 0.14% | 204 |
|
|
2023
Q4 | $2.33M | Sell |
11,973
-1,166
| -9% | -$227K | 0.13% | 210 |
|
|
2023
Q3 | $2.48M | Sell |
13,139
-423
| -3% | -$79.8K | 0.15% | 193 |
|
|
2023
Q2 | $2.61M | Sell |
13,562
-44
| -0.3% | -$8.48K | 0.15% | 196 |
|
|
2023
Q1 | $2.5M | Sell |
13,606
-35
| -0.3% | -$6.44K | 0.16% | 193 |
|
|
2022
Q4 | $2.23M | Buy |
13,641
+29
| +0.2% | +$4.75K | 0.15% | 196 |
|
|
2022
Q3 | $1.73M | Sell |
13,612
-126
| -0.9% | -$16K | 0.13% | 212 |
|
|
2022
Q2 | $2.14M | Sell |
13,738
-252
| -2% | -$39.2K | 0.16% | 198 |
|
|
2022
Q1 | $2.5M | Buy |
+13,990
| New | +$2.5M | 0.16% | 188 |
|