JFS Wealth Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94K | Buy |
20
+5
| +33% | +$735 | ﹤0.01% | 1278 |
|
|
2025
Q1 | $2.36K | Sell |
15
-14
| -48% | -$2.2K | ﹤0.01% | 1410 |
|
|
2024
Q4 | $5.09K | Buy |
29
+1
| +4% | +$175 | ﹤0.01% | 1123 |
|
|
2024
Q3 | $5.87K | Buy |
28
+7
| +33% | +$1.47K | ﹤0.01% | 1064 |
|
|
2024
Q2 | $3.72K | Buy |
21
+3
| +17% | +$531 | ﹤0.01% | 1181 |
|
|
2024
Q1 | $4.28K | Hold |
18
| – | – | ﹤0.01% | 1155 |
|
|
2023
Q4 | $3.5K | Sell |
18
-3
| -14% | -$584 | ﹤0.01% | 1202 |
|
|
2023
Q3 | $3.95K | Buy |
21
+3
| +17% | +$564 | ﹤0.01% | 1101 |
|
|
2023
Q2 | $3.28K | Hold |
18
| – | – | ﹤0.01% | 1199 |
|
|
2023
Q1 | $3.31K | Buy |
18
+3
| +20% | +$552 | ﹤0.01% | 1158 |
|
|
2022
Q4 | $2.46K | Buy |
15
+3
| +25% | +$491 | ﹤0.01% | 1294 |
|
|
2022
Q3 | $2K | Buy |
12
+4
| +50% | +$667 | ﹤0.01% | 1427 |
|
|
2022
Q2 | $1K | Buy |
8
+1
| +14% | +$125 | ﹤0.01% | 1678 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1755 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1611 |
|
|
2021
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 818 |
|