IFP 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 | $19.5K | Sell |
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|
2025
Q1 | $16.6K | Sell |
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|
2024
Q4 | $19.3K | Buy |
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|
2024
Q3 | $14.5K | Buy |
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|
2024
Q2 | $11.3K | Sell |
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|
2024
Q1 | $16.4K | Buy |
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|
2023
Q4 | $1.95K | Hold |
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|
2023
Q3 | $1.88K | Sell |
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|
2023
Q2 | $50.8K | Buy |
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|
2023
Q1 | $48.7K | Sell |
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|
2022
Q4 | $97K | Buy |
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|
2022
Q3 | $90K | Buy |
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|
2022
Q2 | $88K | Hold |
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|
2022
Q1 | $88K | Sell |
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|
2021
Q4 | $94K | Buy |
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|
2021
Q3 | $90K | Buy |
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|
2021
Q2 | $47K | Buy |
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|
2021
Q1 | $44K | Sell |
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|
2020
Q4 | $50K | Buy |
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|
2020
Q3 | $23K | Sell |
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|
2020
Q2 | $24K | Sell |
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|
2020
Q1 | $32K | Sell |
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|
2019
Q4 | $62K | Buy |
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|
2019
Q3 | $56K | Buy |
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|
2019
Q1 | $1K | Sell |
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|
2018
Q4 | $16K | Sell |
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|
2018
Q3 | $43K | Buy |
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|
2018
Q2 | $19K | Buy |
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|
2018
Q1 | $10K | Hold |
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|
2017
Q4 | $10K | Buy |
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|
2017
Q3 | $7K | Buy |
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|
2017
Q2 | $6K | Hold |
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|
2017
Q1 | $6K | Sell |
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|
2016
Q4 | $7K | Buy |
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|
2016
Q3 | $6K | Buy |
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|
2016
Q2 | $2K | Buy |
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|
2016
Q1 | $1K | Sell |
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|
2015
Q4 | $2K | Buy |
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