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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Sell |
|
|||||
|
2025
Q1 | $906K | Sell |
|
|||||
|
2024
Q4 | $1.16M | Buy |
|
|||||
|
2024
Q3 | $1.35M | Buy |
|
|||||
|
2024
Q2 | $634K | Sell |
|
|||||
|
2024
Q1 | $949K | Buy |
|
|||||
|
2023
Q4 | $774K | Buy |
|
|||||
|
2023
Q3 | $674K | Sell |
|
|||||
|
2023
Q2 | $698K | Sell |
|
|||||
|
2023
Q1 | $1.13M | Buy |
|
|||||
|
2022
Q4 | $419K | Buy |
|
|||||
|
2022
Q3 | $323K | Buy |
|
|||||
|
2022
Q2 | $372K | Buy |
|
|||||
|
2022
Q1 | $421K | Sell |
|
|||||
|
2021
Q4 | $345K | Sell |
|
|||||
|
2021
Q3 | $440K | Sell |
|
|||||
|
2021
Q2 | $539K | Sell |
|
|||||
|
2021
Q1 | $631K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $426K | Buy |
|
|||||
|
2020
Q2 | $470K | Buy |
|
|||||
|
2020
Q1 | $207K | Sell |
|
|||||
|
2019
Q4 | $852K | Buy |
|
|||||
|
2019
Q3 | $425K | Buy |
|
|||||
|
2019
Q2 | $398K | Buy |
|
|||||
|
2019
Q1 | $347K | Sell |
|
|||||
|
2018
Q4 | $281K | Buy |
|
|||||
|
2018
Q3 | $275K | Sell |
|
|||||
|
2018
Q2 | $269K | Hold |
|
|||||
|
2018
Q1 | $221K | Sell |
|
|||||
|
2017
Q4 | $395K | Sell |
|
|||||
|
2017
Q3 | $329K | Buy |
|
|||||
|
2017
Q2 | $289K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $301K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $228K | Sell |
|
|||||
|
2015
Q4 | $297K | Buy |
|