GRP
WEX icon

Global Retirement Partners’s WEX WEX Stock Holding History

Global Retirement Partners’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$26.7K Sell
179
-50
-22% -$7.53K ﹤0.01% 2742
2025
Q3 		$36.1K Buy
229
+3
+1% +$496 ﹤0.01% 2080
2025
Q2 		$33.2K Buy
+226
New +$30.4K ﹤0.01% 2004
2024
Q4 		$22.8K Sell
130
-76
-37% -$14.3K ﹤0.01% 2018
2024
Q3 		$43.2K Sell
206
-70
-25% -$13K ﹤0.01% 1624
2024
Q2 		$48.9K Buy
276
+83
+43% +$16.9K ﹤0.01% 1547
2024
Q1 		$45.8K Buy
193
+24
+14% +$5.17K ﹤0.01% 1452
2023
Q4 		$33.5K Sell
169
-57
-25% -$10.3K ﹤0.01% 1532
2023
Q3 		$41.1K Buy
226
+13
+6% +$2.51K ﹤0.01% 1359
2023
Q2 		$38.8K Hold
213
– – ﹤0.01% 1390
2023
Q1 		$35.6K Buy
213
+62
+41% +$11.3K ﹤0.01% 1384
2022
Q4 		$24.7K Buy
151
+2
+1% +$311 ﹤0.01% 1396
2022
Q3 		$24K Buy
149
+84
+129% +$13.2K ﹤0.01% 1327
2022
Q2 		$10K Buy
65
+59
+983% +$9.66K ﹤0.01% 1657
2022
Q1 		$1K Buy
+6
New +$978 ﹤0.01% 2554
2020
Q1 		– Sell
-3
Closed -$1K – 1699
2019
Q4 		$1K Hold
3
– – ﹤0.01% 1575
2019
Q3 		$1K Hold
3
– – ﹤0.01% 1558
2019
Q2 		$1K Buy
+3
New +$604 ﹤0.01% 1553
2017
Q2 		– Sell
-26
Closed -$3K – 1180
2017
Q1 		$3K Hold
26
– – ﹤0.01% 997
2016
Q4 		$3K Buy
+26
New +$2.81K ﹤0.01% 930

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