J.P. Morgan Private Wealth Advisors’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $346K | Buy |
1,841
+562
| +44% | +$106K | ﹤0.01% | 1402 |
|
|
2023
Q2 | $233K | Sell |
1,279
-1,162
| -48% | -$212K | ﹤0.01% | 1337 |
|
|
2023
Q1 | $449K | Sell |
2,441
-665
| -21% | -$122K | ﹤0.01% | 1521 |
|
|
2022
Q4 | $508K | Buy |
3,106
+782
| +34% | +$128K | ﹤0.01% | 1471 |
|
|
2022
Q3 | $295K | Buy |
2,324
+105
| +5% | +$13.3K | ﹤0.01% | 1655 |
|
|
2022
Q2 | $345K | Sell |
2,219
-1,160
| -34% | -$180K | ﹤0.01% | 1592 |
|
|
2022
Q1 | $603K | Buy |
3,379
+343
| +11% | +$61.2K | ﹤0.01% | 1453 |
|
|
2021
Q4 | $426K | Sell |
3,036
-722
| -19% | -$101K | ﹤0.01% | 1617 |
|
|
2021
Q3 | $662K | Buy |
3,758
+584
| +18% | +$103K | ﹤0.01% | 1397 |
|
|
2021
Q2 | $615K | Sell |
3,174
-177
| -5% | -$34.3K | ﹤0.01% | 1401 |
|
|
2021
Q1 | $701K | Sell |
3,351
-118
| -3% | -$24.7K | ﹤0.01% | 1195 |
|
|
2020
Q4 | $706K | Buy |
3,469
+205
| +6% | +$41.7K | ﹤0.01% | 1144 |
|
|
2020
Q3 | $454K | Buy |
3,264
+196
| +6% | +$27.3K | ﹤0.01% | 1199 |
|
|
2020
Q2 | $506K | Sell |
3,068
-370
| -11% | -$61K | ﹤0.01% | 1089 |
|
|
2020
Q1 | $359K | Buy |
3,438
+23
| +0.7% | +$2.4K | ﹤0.01% | 1064 |
|
|
2019
Q4 | $715K | Buy |
3,415
+113
| +3% | +$23.7K | ﹤0.01% | 915 |
|
|
2019
Q3 | $667K | Buy |
3,302
+745
| +29% | +$150K | ﹤0.01% | 907 |
|
|
2019
Q2 | $532K | Sell |
2,557
-269
| -10% | -$56K | ﹤0.01% | 960 |
|
|
2019
Q1 | $543K | Buy |
2,826
+337
| +14% | +$64.8K | ﹤0.01% | 1002 |
|
|
2018
Q4 | $349K | Sell |
2,489
-1,486
| -37% | -$208K | ﹤0.01% | 1097 |
|
|
2018
Q3 | $798K | Sell |
3,975
-1,655
| -29% | -$332K | ﹤0.01% | 901 |
|
|
2018
Q2 | $1.07M | Buy |
5,630
+686
| +14% | +$131K | 0.01% | 748 |
|
|
2018
Q1 | $776K | Buy |
4,944
+2,178
| +79% | +$342K | 0.01% | 719 |
|
|
2017
Q4 | $391K | Sell |
2,766
-496
| -15% | -$70.1K | ﹤0.01% | 960 |
|
|
2017
Q3 | $367K | Buy |
3,262
+1,038
| +47% | +$117K | ﹤0.01% | 961 |
|
|
2017
Q2 | $232K | Sell |
2,224
-128
| -5% | -$13.4K | ﹤0.01% | 1101 |
|
|
2017
Q1 | $243K | Sell |
2,352
-128
| -5% | -$13.2K | ﹤0.01% | 1165 |
|
|
2016
Q4 | $277K | Buy |
+2,480
| New | +$277K | ﹤0.01% | 1035 |
|