Johnson Investment Counsel’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.51M | Buy |
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|
2025
Q2 | $1.4M | Sell |
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|
2025
Q1 | $2.11M | Buy |
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|
2024
Q4 | $963K | Buy |
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|
2024
Q3 | $1.15M | Hold |
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|
2024
Q2 | $970K | Sell |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $991K | Sell |
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|
2023
Q1 | $1M | Sell |
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|
2022
Q4 | $892K | Sell |
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|
2022
Q3 | $703K | Buy |
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|
2022
Q2 | $835K | Hold |
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|
2022
Q1 | $958K | Hold |
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|
2021
Q4 | $754K | Sell |
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|
2021
Q3 | $953K | Hold |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $766K | Buy |
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|
2020
Q4 | $737K | Hold |
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|
2020
Q3 | $503K | Buy |
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