Larson Financial Group’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.2K | Buy |
49
+29
| +145% | +$4.26K | ﹤0.01% | 1943 |
|
|
2025
Q1 | $3.14K | Buy |
+20
| New | +$3.14K | ﹤0.01% | 2005 |
|
|
2021
Q4 | – | Sell |
-124
| Closed | -$22K | – | 1181 |
|
|
2021
Q3 | $22K | Hold |
124
| – | – | ﹤0.01% | 451 |
|
|
2021
Q2 | $24K | Hold |
124
| – | – | 0.01% | 404 |
|
|
2021
Q1 | $26K | Hold |
124
| – | – | 0.01% | 368 |
|
|
2020
Q4 | $25K | Hold |
124
| – | – | 0.01% | 330 |
|
|
2020
Q3 | $17K | Hold |
124
| – | – | 0.01% | 360 |
|
|
2020
Q2 | $20K | Buy |
+124
| New | +$20K | 0.01% | 288 |
|