Global Financial Private Client’s WEX WEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3
Closed -$471 1593
2025
Q1
$471 Buy
3
+1
+50% +$157 ﹤0.01% 1298
2024
Q4
$351 Buy
+2
New +$351 ﹤0.01% 1062