LA
Legacy Advisors’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,090
| Closed | -$642K | – | 411 |
|
|
2025
Q1 | $642K | Sell |
4,090
-1,130
| -22% | -$177K | 0.07% | 227 |
|
|
2024
Q4 | $915K | Buy |
5,220
+4,172
| +398% | +$731K | 0.09% | 172 |
|
|
2024
Q3 | $220K | Sell |
1,048
-149
| -12% | -$31.3K | 0.02% | 350 |
|
|
2024
Q2 | $212K | Buy |
+1,197
| New | +$212K | 0.03% | 312 |
|