Jones Financial Companies’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8K | Buy |
210
+10
| +5% | +$1.47K | ﹤0.01% | 2414 |
|
|
2025
Q1 | $30.9K | Sell |
200
-48
| -19% | -$7.42K | ﹤0.01% | 2251 |
|
|
2024
Q4 | $43.5K | Buy |
248
+129
| +108% | +$22.6K | ﹤0.01% | 1929 |
|
|
2024
Q3 | $24.9K | Buy |
119
+12
| +11% | +$2.51K | ﹤0.01% | 1873 |
|
|
2024
Q2 | $19K | Buy |
107
+41
| +62% | +$7.26K | ﹤0.01% | 1554 |
|
|
2024
Q1 | $15.7K | Buy |
+66
| New | +$15.7K | ﹤0.01% | 955 |
|