Laird Norton Wetherby Wealth Management’s WEX WEX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$205K Buy
1,168
+174
+18% +$30.5K 0.01% 830
2024
Q3
$208K Buy
+994
New +$208K 0.01% 859
2021
Q1
Sell
-1,101
Closed -$224K 882
2020
Q4
$224K Buy
+1,101
New +$224K 0.02% 767