HighTower Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $820K | Buy |
5,355
+448
| +9% | +$70K | ﹤0.01% | 2335 |
|
|
2025
Q4 | $731K | Sell |
4,907
-728
| -13% | -$110K | ﹤0.01% | 2340 |
|
|
2025
Q3 | $888K | Buy |
5,635
+354
| +7% | +$58.6K | ﹤0.01% | 2190 |
|
|
2025
Q2 | $776K | Sell |
5,281
-489
| -8% | -$65.7K | ﹤0.01% | 2191 |
|
|
2025
Q1 | $906K | Sell |
5,770
-849
| -13% | -$140K | ﹤0.01% | 2027 |
|
|
2024
Q4 | $1.16M | Buy |
6,619
+183
| +3% | +$34.3K | ﹤0.01% | 1866 |
|
|
2024
Q3 | $1.35M | Buy |
6,436
+2,851
| +80% | +$531K | ﹤0.01% | 1745 |
|
|
2024
Q2 | $634K | Sell |
3,585
-432
| -11% | -$88.1K | ﹤0.01% | 2145 |
|
|
2024
Q1 | $949K | Buy |
4,017
+43
| +1% | +$9.25K | ﹤0.01% | 1836 |
|
|
2023
Q4 | $774K | Buy |
3,974
+417
| +12% | +$75.6K | ﹤0.01% | 2002 |
|
|
2023
Q3 | $674K | Sell |
3,557
-281
| -7% | -$54.3K | ﹤0.01% | 2022 |
|
|
2023
Q2 | $698K | Sell |
3,838
-2,297
| -37% | -$407K | ﹤0.01% | 1983 |
|
|
2023
Q1 | $1.13M | Buy |
6,135
+3,565
| +139% | +$649K | ﹤0.01% | 1607 |
|
|
2022
Q4 | $419K | Buy |
2,570
+24
| +0.9% | +$3.74K | ﹤0.01% | 2248 |
|
|
2022
Q3 | $323K | Buy |
2,546
+167
| +7% | +$26.3K | ﹤0.01% | 2302 |
|
|
2022
Q2 | $372K | Buy |
2,379
+18
| +0.8% | +$2.95K | ﹤0.01% | 2228 |
|
|
2022
Q1 | $421K | Sell |
2,361
-88
| -4% | -$14.4K | ﹤0.01% | 2301 |
|
|
2021
Q4 | $345K | Sell |
2,449
-52
| -2% | -$7.95K | ﹤0.01% | 2392 |
|
|
2021
Q3 | $440K | Sell |
2,501
-280
| -10% | -$51K | ﹤0.01% | 2140 |
|
|
2021
Q2 | $539K | Sell |
2,781
-236
| -8% | -$48.4K | ﹤0.01% | 2009 |
|
|
2021
Q1 | $631K | Buy |
+3,017
| New | +$637K | ﹤0.01% | 1836 |
|
|
2020
Q4 | – | Sell |
-3,060
| Closed | -$426K | – | 2921 |
|
|
2020
Q3 | $426K | Buy |
3,060
+216
| +8% | +$33.8K | ﹤0.01% | 1646 |
|
|
2020
Q2 | $470K | Buy |
2,844
+860
| +43% | +$118K | ﹤0.01% | 1496 |
|
|
2020
Q1 | $207K | Sell |
1,984
-2,089
| -51% | -$390K | ﹤0.01% | 1773 |
|
|
2019
Q4 | $852K | Buy |
4,073
+1,959
| +93% | +$393K | 0.01% | 1225 |
|
|
2019
Q3 | $425K | Buy |
2,114
+208
| +11% | +$43.1K | ﹤0.01% | 1602 |
|
|
2019
Q2 | $398K | Buy |
1,906
+98
| +5% | +$19.7K | ﹤0.01% | 1634 |
|
|
2019
Q1 | $347K | Sell |
1,808
-192
| -10% | -$32.4K | ﹤0.01% | 1656 |
|
|
2018
Q4 | $281K | Buy |
2,000
+630
| +46% | +$104K | ﹤0.01% | 1647 |
|
|
2018
Q3 | $275K | Sell |
1,370
-43
| -3% | -$8.25K | ﹤0.01% | 1765 |
|
|
2018
Q2 | $269K | Hold |
1,413
| – | – | ﹤0.01% | 1754 |
|
|
2018
Q1 | $221K | Sell |
1,413
-1,383
| -49% | -$208K | ﹤0.01% | 1829 |
|
|
2017
Q4 | $395K | Sell |
2,796
-148
| -5% | -$18.5K | ﹤0.01% | 1559 |
|
|
2017
Q3 | $329K | Buy |
2,944
+173
| +6% | +$18.7K | ﹤0.01% | 1644 |
|
|
2017
Q2 | $289K | Buy |
+2,771
| New | +$285K | ﹤0.01% | 1647 |
|
|
2016
Q4 | – | Sell |
-2,787
| Closed | -$301K | – | 2052 |
|
|
2016
Q3 | $301K | Buy |
+2,787
| New | +$273K | ﹤0.01% | 1455 |
|
|
2016
Q2 | – | Sell |
-2,743
| Closed | -$228K | – | 2043 |
|
|
2016
Q1 | $228K | Sell |
2,743
-589
| -18% | -$42.6K | ﹤0.01% | 1752 |
|
|
2015
Q4 | $297K | Buy |
+3,332
| New | +$302K | ﹤0.01% | 1575 |
|
Other funds holding WEX
PCM
IC
VCM
VPM
