HWAM
Hennion & Walsh Asset Management’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
2,141
-1,067
| -33% | -$157K | 0.01% | 798 |
|
|
2025
Q1 | $504K | Sell |
3,208
-84
| -3% | -$13.2K | 0.02% | 628 |
|
|
2024
Q4 | $577K | Buy |
3,292
+455
| +16% | +$79.8K | 0.03% | 588 |
|
|
2024
Q3 | $595K | Buy |
2,837
+348
| +14% | +$73K | 0.03% | 574 |
|
|
2024
Q2 | $441K | Buy |
2,489
+1,336
| +116% | +$237K | 0.02% | 625 |
|
|
2024
Q1 | $274K | Sell |
1,153
-32
| -3% | -$7.6K | 0.01% | 715 |
|
|
2023
Q4 | $231K | Buy |
1,185
+5
| +0.4% | +$973 | 0.01% | 748 |
|
|
2023
Q3 | $222K | Buy |
+1,180
| New | +$222K | 0.01% | 727 |
|