Knollwood Investment Advisory’s WEX WEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Hold
1,744
0.02% 328
2025
Q1
$274K Hold
1,744
0.03% 319
2024
Q4
$306K Hold
1,744
0.03% 313
2024
Q3
$366K Hold
1,744
0.04% 299
2024
Q2
$309K Buy
+1,744
New +$309K 0.03% 309