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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $49.7K | Sell |
325
-46
| -12% | -$7.19K | ﹤0.01% | 2248 |
|
|
2025
Q4 | $55.3K | Buy |
371
+257
| +225% | +$38.7K | ﹤0.01% | 2141 |
|
|
2025
Q3 | $18K | Buy |
114
+55
| +93% | +$9.1K | ﹤0.01% | 2635 |
|
|
2025
Q2 | $19.5K | Sell |
59
-47
| -44% | -$6.31K | ﹤0.01% | 2562 |
|
|
2025
Q1 | $16.6K | Sell |
106
-4
| -4% | -$659 | ﹤0.01% | 2371 |
|
|
2024
Q4 | $19.3K | Buy |
110
+41
| +59% | +$7.69K | ﹤0.01% | 2267 |
|
|
2024
Q3 | $14.5K | Buy |
69
+5
| +8% | +$932 | ﹤0.01% | 2288 |
|
|
2024
Q2 | $11.3K | Sell |
64
-5
| -7% | -$1.02K | ﹤0.01% | 2302 |
|
|
2024
Q1 | $16.4K | Buy |
69
+59
| +590% | +$12.7K | ﹤0.01% | 2066 |
|
|
2023
Q4 | $1.95K | Hold |
10
| – | – | ﹤0.01% | 2688 |
|
|
2023
Q3 | $1.88K | Sell |
10
-269
| -96% | -$51.9K | ﹤0.01% | 2855 |
|
|
2023
Q2 | $50.8K | Buy |
279
+5
| +2% | +$885 | ﹤0.01% | 1593 |
|
|
2023
Q1 | $48.7K | Sell |
274
-137
| -33% | -$25K | ﹤0.01% | 1585 |
|
|
2022
Q4 | $97K | Buy |
411
+56
| +16% | +$8.72K | ﹤0.01% | 1757 |
|
|
2022
Q3 | $90K | Buy |
355
+7
| +2% | +$1.1K | ﹤0.01% | 1935 |
|
|
2022
Q2 | $88K | Hold |
348
| – | – | ﹤0.01% | 1776 |
|
|
2022
Q1 | $88K | Sell |
348
-109
| -24% | -$17.8K | ﹤0.01% | 1776 |
|
|
2021
Q4 | $94K | Buy |
457
+48
| +12% | +$7.34K | ﹤0.01% | 1290 |
|
|
2021
Q3 | $90K | Buy |
409
+163
| +66% | +$29.7K | ﹤0.01% | 1338 |
|
|
2021
Q2 | $47K | Buy |
246
+9
| +4% | +$1.84K | ﹤0.01% | 1558 |
|
|
2021
Q1 | $44K | Sell |
237
-25
| -10% | -$5.28K | ﹤0.01% | 1525 |
|
|
2020
Q4 | $50K | Buy |
262
+112
| +75% | +$18.8K | ﹤0.01% | 1446 |
|
|
2020
Q3 | $23K | Sell |
150
-10
| -6% | -$1.57K | ﹤0.01% | 1595 |
|
|
2020
Q2 | $24K | Sell |
160
-118
| -42% | -$16.2K | ﹤0.01% | 1502 |
|
|
2020
Q1 | $32K | Sell |
278
-18
| -6% | -$3.36K | ﹤0.01% | 1312 |
|
|
2019
Q4 | $62K | Buy |
296
+31
| +12% | +$6.22K | ﹤0.01% | 1174 |
|
|
2019
Q3 | $56K | Buy |
+265
| New | +$54.9K | ﹤0.01% | 1319 |
|
|
2019
Q1 | $1K | Sell |
4
-113
| -97% | -$19.1K | ﹤0.01% | 2275 |
|
|
2018
Q4 | $16K | Sell |
117
-99
| -46% | -$16.3K | ﹤0.01% | 2266 |
|
|
2018
Q3 | $43K | Buy |
216
+118
| +120% | +$22.6K | ﹤0.01% | 1980 |
|
|
2018
Q2 | $19K | Buy |
98
+30
| +44% | +$5.23K | ﹤0.01% | 2512 |
|
|
2018
Q1 | $10K | Hold |
68
| – | – | ﹤0.01% | 2804 |
|
|
2017
Q4 | $10K | Buy |
68
+5
| +8% | +$626 | ﹤0.01% | 2845 |
|
|
2017
Q3 | $7K | Buy |
63
+5
| +9% | +$542 | ﹤0.01% | 3244 |
|
|
2017
Q2 | $6K | Hold |
58
| – | – | ﹤0.01% | 3330 |
|
|
2017
Q1 | $6K | Sell |
58
-2
| -3% | -$222 | ﹤0.01% | 3223 |
|
|
2016
Q4 | $7K | Buy |
60
+6
| +11% | +$649 | ﹤0.01% | 3139 |
|
|
2016
Q3 | $6K | Buy |
54
+26
| +93% | +$2.55K | ﹤0.01% | 3159 |
|
|
2016
Q2 | $2K | Buy |
28
+24
| +600% | +$2.14K | ﹤0.01% | 3509 |
|
|
2016
Q1 | $1K | Sell |
4
-20
| -83% | -$1.45K | ﹤0.01% | 2259 |
|
|
2015
Q4 | $2K | Buy |
+24
| New | +$2.18K | ﹤0.01% | 3377 |
|
Other funds holding WEX
PCM
IC
VCM
VPM
