Isthmus Partners’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
2,013
+26
| +1% | +$3.82K | 0.03% | 187 |
|
|
2025
Q1 | $312K | Buy |
1,987
+101
| +5% | +$15.9K | 0.04% | 180 |
|
|
2024
Q4 | $331K | Buy |
1,886
+108
| +6% | +$18.9K | 0.04% | 172 |
|
|
2024
Q3 | $373K | Buy |
1,778
+232
| +15% | +$48.7K | 0.04% | 153 |
|
|
2024
Q2 | $274K | Buy |
+1,546
| New | +$274K | 0.03% | 172 |
|