Lifestyle Asset Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
7,739
+2,482
| +47% | +$365K | 0.53% | 43 |
|
|
2025
Q1 | $825K | Buy |
5,257
+380
| +8% | +$59.7K | 0.45% | 48 |
|
|
2024
Q4 | $855K | Sell |
4,877
-36
| -0.7% | -$6.31K | 0.47% | 49 |
|
|
2024
Q3 | $1.03M | Buy |
4,913
+443
| +10% | +$92.9K | 0.57% | 42 |
|
|
2024
Q2 | $792K | Sell |
4,470
-597
| -12% | -$106K | 0.45% | 48 |
|
|
2024
Q1 | $1.2M | Sell |
5,067
-48
| -0.9% | -$11.4K | 0.71% | 31 |
|
|
2023
Q4 | $995K | Sell |
5,115
-513
| -9% | -$99.8K | 0.55% | 47 |
|
|
2023
Q3 | $1.06M | Buy |
+5,628
| New | +$1.06M | 0.64% | 33 |
|