Long Road Investment Counsel’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Sell |
27,674
-110
| -0.4% | -$16.2K | 1.52% | 21 |
|
|
2025
Q1 | $4.36M | Buy |
27,784
+1,315
| +5% | +$206K | 1.69% | 18 |
|
|
2024
Q4 | $4.64M | Sell |
26,469
-230
| -0.9% | -$40.3K | 1.89% | 15 |
|
|
2024
Q3 | $5.6M | Hold |
26,699
| – | – | 2.23% | 14 |
|
|
2024
Q2 | $4.73M | Buy |
26,699
+100
| +0.4% | +$17.7K | 2.06% | 15 |
|
|
2024
Q1 | $6.32M | Sell |
26,599
-1,500
| -5% | -$356K | 2.65% | 11 |
|
|
2023
Q4 | $5.74M | Buy |
28,099
+1,010
| +4% | +$206K | 2.38% | 15 |
|
|
2023
Q3 | $5.1M | Buy |
27,089
+280
| +1% | +$52.7K | 2.47% | 14 |
|
|
2023
Q2 | $4.88M | Sell |
26,809
-300
| -1% | -$54.6K | 2.27% | 17 |
|
|
2023
Q1 | $4.99M | Sell |
27,109
-105
| -0.4% | -$19.3K | 2.4% | 17 |
|
|
2022
Q4 | $4.45M | Buy |
27,214
+105
| +0.4% | +$17.2K | 2.21% | 17 |
|
|
2022
Q3 | $3.44M | Hold |
27,109
| – | – | 1.89% | 21 |
|
|
2022
Q2 | $4.22M | Sell |
27,109
-105
| -0.4% | -$16.3K | 2.16% | 17 |
|
|
2022
Q1 | $4.86M | Buy |
27,214
+2,129
| +8% | +$380K | 2.18% | 16 |
|
|
2021
Q4 | $3.52M | Buy |
25,085
+15,185
| +153% | +$2.13M | 1.4% | 24 |
|
|
2021
Q3 | $1.74M | Hold |
9,900
| – | – | 0.77% | 38 |
|
|
2021
Q2 | $1.92M | Hold |
9,900
| – | – | 0.84% | 37 |
|
|
2021
Q1 | $2.07M | Buy |
9,900
+100
| +1% | +$20.9K | 0.93% | 36 |
|
|
2020
Q4 | $2M | Sell |
9,800
-125
| -1% | -$25.4K | 0.97% | 32 |
|
|
2020
Q3 | $1.38M | Buy |
9,925
+125
| +1% | +$17.4K | 0.78% | 38 |
|
|
2020
Q2 | $1.62M | Buy |
+9,800
| New | +$1.62M | 0.95% | 35 |
|