IEQ Capital’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
8,481
+5,267
| +164% | +$774K | 0.01% | 786 |
|
|
2025
Q1 | $505K | Sell |
3,214
-11,443
| -78% | -$1.8M | ﹤0.01% | 975 |
|
|
2024
Q4 | $2.57M | Buy |
+14,657
| New | +$2.57M | 0.02% | 437 |
|
|
2024
Q3 | – | Sell |
-1,136
| Closed | -$201K | – | 1200 |
|
|
2024
Q2 | $201K | Buy |
1,136
+58
| +5% | +$10.3K | ﹤0.01% | 916 |
|
|
2024
Q1 | $256K | Buy |
1,078
+5
| +0.5% | +$1.19K | ﹤0.01% | 806 |
|
|
2023
Q4 | $209K | Buy |
+1,073
| New | +$209K | ﹤0.01% | 831 |
|
|
2022
Q4 | – | Sell |
-1,628
| Closed | -$207K | – | 899 |
|
|
2022
Q3 | $207K | Buy |
+1,628
| New | +$207K | 0.01% | 763 |
|
|
2022
Q2 | – | Sell |
-1,152
| Closed | -$206K | – | 863 |
|
|
2022
Q1 | $206K | Buy |
+1,152
| New | +$206K | ﹤0.01% | 761 |
|