Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.06M Buy
+20,000
New +$3.13M 0.1% 1693
2025
Q3
Sell
-100
Closed -$14.7K 10414
2025
Q2
$14.7K Sell
100
-800
-89% -$107K ﹤0.01% 6469
2025
Q1
$141K Buy
+900
New +$148K 0.01% 4309
2023
Q2
Sell
-100
Closed -$18.4K 9469
2023
Q1
$18.4K Buy
+100
New +$18.2K ﹤0.01% 5569
2022
Q4
Sell
-300
Closed -$381K 9160
2022
Q3
$381K Buy
+300
New +$47.2K 0.01% 3497
2022
Q1
Sell
-35,100
Closed -$4.93M 9686
2021
Q4
$4.93M Buy
35,100
+7,900
+29% +$1.21M 0.09% 1711
2021
Q3
$4.79M Buy
27,200
+27,100
+27,100% +$4.94M 0.1% 1734
2021
Q2
$19K Buy
+100
New +$20.5K ﹤0.01% 7231
2021
Q1
Sell
-300
Closed -$61K 8796
2020
Q4
$61K Sell
300
-4,800
-94% -$807K ﹤0.01% 4887
2020
Q3
$709K Buy
5,100
+1,100
+28% +$172K 0.03% 2529
2020
Q2
$660K Buy
+4,000
New +$549K 0.04% 2396
2019
Q2
Sell
-800
Closed -$154K 6056
2019
Q1
$154K Buy
800
+600
+300% +$101K 0.02% 2882
2018
Q4
$140K Hold
200
0.01% 2949
2018
Q3
$40K Buy
+200
New +$38.4K ﹤0.01% 4096

Other funds holding WEX