Globeflex Capital’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,836
| Closed | -$322K | – | 471 |
|
|
2024
Q4 | $322K | Sell |
1,836
-764
| -29% | -$134K | 0.03% | 301 |
|
|
2024
Q3 | $545K | Hold |
2,600
| – | – | 0.05% | 254 |
|
|
2024
Q2 | $461K | Hold |
2,600
| – | – | 0.05% | 257 |
|
|
2024
Q1 | $618K | Hold |
2,600
| – | – | 0.06% | 236 |
|
|
2023
Q4 | $506K | Hold |
2,600
| – | – | 0.05% | 260 |
|
|
2023
Q3 | $489K | Buy |
2,600
+600
| +30% | +$113K | 0.06% | 247 |
|
|
2023
Q2 | $364K | Buy |
2,000
+1,600
| +400% | +$291K | 0.04% | 280 |
|
|
2023
Q1 | $73.6K | Buy |
+400
| New | +$73.6K | 0.01% | 419 |
|