Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$29.5K Buy
193
+94
+95% +$14.7K ﹤0.01% 1521
2025
Q4
$14.7K Buy
99
+92
+1,314% +$13.9K ﹤0.01% 1697
2025
Q3
$1.02K Hold
7
﹤0.01% 2296
2025
Q2
$954 Sell
7
-55
-89% -$7.39K ﹤0.01% 2351
2025
Q1
$9.65K Buy
62
+30
+94% +$4.94K ﹤0.01% 1766
2024
Q4
$5.51K Sell
32
-51
-61% -$9.56K ﹤0.01% 1967
2024
Q3
$17.3K Sell
83
-52
-39% -$9.69K ﹤0.01% 1562
2024
Q2
$23.8K Buy
135
+114
+543% +$23.3K ﹤0.01% 1406
2024
Q1
$4.82K Sell
21
-14
-40% -$3.01K ﹤0.01% 1937
2023
Q4
$6.69K Buy
35
+13
+59% +$2.36K ﹤0.01% 1783
2023
Q3
$4.02K Hold
22
﹤0.01% 1888
2023
Q2
$3.9K Hold
22
﹤0.01% 1894
2023
Q1
$3.93K Buy
22
+13
+144% +$2.37K ﹤0.01% 1796
2022
Q4
$1.38K Hold
9
﹤0.01% 1806
2022
Q3
$1K Sell
9
-25
-74% -$3.93K ﹤0.01% 1955
2022
Q2
$5K Sell
34
-78
-70% -$12.8K ﹤0.01% 1745
2022
Q1
$20K Buy
112
+4
+4% +$652 ﹤0.01% 1383
2021
Q4
$15K Buy
108
+43
+66% +$6.57K ﹤0.01% 1475
2021
Q3
$11K Buy
65
+12
+23% +$2.19K ﹤0.01% 1440
2021
Q2
$10K Buy
53
+11
+26% +$2.25K ﹤0.01% 1456
2021
Q1
$9K Hold
42
﹤0.01% 1362
2020
Q4
$8K Hold
42
﹤0.01% 1343
2020
Q3
$6K Sell
42
-49
-54% -$7.68K ﹤0.01% 1319
2020
Q2
$15K Buy
91
+49
+117% +$6.72K ﹤0.01% 1128
2020
Q1
$4K Sell
42
-45
-52% -$8.4K ﹤0.01% 1380
2019
Q4
$18K Buy
87
+8
+10% +$1.6K ﹤0.01% 1286
2019
Q3
$16K Hold
79
﹤0.01% 1179
2019
Q2
$16K Buy
79
+3
+4% +$604 ﹤0.01% 1219
2019
Q1
$15K Sell
76
-1
-1% -$169 ﹤0.01% 1204
2018
Q4
$11K Sell
77
-1
-1% -$165 ﹤0.01% 1284
2018
Q3
$15K Sell
78
-409
-84% -$78.4K ﹤0.01% 1306
2018
Q2
$93K Sell
487
-1,343
-73% -$234K ﹤0.01% 755
2018
Q1
$287K Sell
1,830
-53
-3% -$7.97K ﹤0.01% 499
2017
Q4
$266K Sell
1,883
-23
-1% -$2.88K ﹤0.01% 517
2017
Q3
$214K Sell
1,906
-2
-0.1% -$217 ﹤0.01% 555
2017
Q2
$199K Buy
1,908
+224
+13% +$23K ﹤0.01% 563
2017
Q1
$174K Buy
1,684
+445
+36% +$49.4K ﹤0.01% 595
2016
Q4
$138K Sell
1,239
-1,008
-45% -$109K ﹤0.01% 653
2016
Q3
$243K Sell
2,247
-433
-16% -$42.4K ﹤0.01% 561
2016
Q2
$238K Buy
2,680
+635
+31% +$56.6K 0.01% 506
2016
Q1
$220K Sell
2,045
-409
-17% -$29.6K 0.01% 616
2015
Q4
$217K Sell
2,454
-117
-5% -$10.6K 0.01% 571
2015
Q3
$223K Buy
2,571
+526
+26% +$52.4K 0.01% 587
2015
Q2
$233K Hold
2,045
0.01% 621
2015
Q1
$220K Sell
2,045
-30
-1% -$3.03K 0.01% 620
2014
Q4
$205K Sell
2,075
-1,474
-42% -$157K ﹤0.01% 658
2014
Q3
$392K Buy
3,549
+1,626
+85% +$179K 0.01% 738
2014
Q2
$202K Buy
+1,923
New +$184K ﹤0.01% 1022
2014
Q1
Sell
-1,808
Closed -$179K 1648
2013
Q4
$179K Sell
1,808
-15
-0.8% -$1.41K ﹤0.01% 726
2013
Q3
$160K Sell
1,823
-14
-0.8% -$1.18K ﹤0.01% 734
2013
Q2
$141K Buy
+1,837
New +$136K ﹤0.01% 742

Other funds holding WEX