Global Retirement Partners’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2K | Buy |
+226
| New | +$33.2K | ﹤0.01% | 2004 |
|
|
2024
Q4 | $22.8K | Sell |
130
-76
| -37% | -$13.3K | ﹤0.01% | 2018 |
|
|
2024
Q3 | $43.2K | Sell |
206
-70
| -25% | -$14.7K | ﹤0.01% | 1624 |
|
|
2024
Q2 | $48.9K | Buy |
276
+83
| +43% | +$14.7K | ﹤0.01% | 1547 |
|
|
2024
Q1 | $45.8K | Buy |
193
+24
| +14% | +$5.7K | ﹤0.01% | 1452 |
|
|
2023
Q4 | $33.5K | Sell |
169
-57
| -25% | -$11.3K | ﹤0.01% | 1532 |
|
|
2023
Q3 | $41.1K | Buy |
226
+13
| +6% | +$2.36K | ﹤0.01% | 1360 |
|
|
2023
Q2 | $38.8K | Hold |
213
| – | – | ﹤0.01% | 1389 |
|
|
2023
Q1 | $35.6K | Buy |
213
+62
| +41% | +$10.4K | ﹤0.01% | 1383 |
|
|
2022
Q4 | $24.7K | Buy |
151
+2
| +1% | +$327 | ﹤0.01% | 1395 |
|
|
2022
Q3 | $24K | Buy |
149
+84
| +129% | +$13.5K | ﹤0.01% | 1326 |
|
|
2022
Q2 | $10K | Buy |
65
+59
| +983% | +$9.08K | ﹤0.01% | 1655 |
|
|
2022
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 2551 |
|
|
2020
Q1 | – | Sell |
-3
| Closed | -$1K | – | 1698 |
|
|
2019
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1574 |
|
|
2019
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 1558 |
|
|
2019
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1553 |
|
|
2017
Q2 | – | Sell |
-26
| Closed | -$3K | – | 1180 |
|
|
2017
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 996 |
|
|
2016
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 929 |
|