JFS Wealth 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 | $2.94K | Buy |
|
|||||
|
2025
Q1 | $2.36K | Sell |
|
|||||
|
2024
Q4 | $5.08K | Buy |
|
|||||
|
2024
Q3 | $5.87K | Buy |
|
|||||
|
2024
Q2 | $3.72K | Buy |
|
|||||
|
2024
Q1 | $4.28K | Hold |
|
|||||
|
2023
Q4 | $3.5K | Sell |
|
|||||
|
2023
Q3 | $3.95K | Buy |
|
|||||
|
2023
Q2 | $3.28K | Hold |
|
|||||
|
2023
Q1 | $3.31K | Buy |
|
|||||
|
2022
Q4 | $2.46K | Buy |
|
|||||
|
2022
Q3 | $2K | Buy |
|
|||||
|
2022
Q2 | $1K | Buy |
|
|||||
|
2022
Q1 | $1K | Hold |
|
|||||
|
2021
Q4 | $1K | Hold |
|
|||||
|
2021
Q3 | $1K | Buy |
|