LPL Financial’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.18M | Sell |
20,751
-3,991
| -16% | -$624K | ﹤0.01% | 3060 |
|
|
2025
Q4 | $3.69M | Sell |
24,742
-2,915
| -11% | -$439K | ﹤0.01% | 2820 |
|
|
2025
Q3 | $4.36M | Sell |
27,657
-2,387
| -8% | -$395K | ﹤0.01% | 2597 |
|
|
2025
Q2 | $4.41M | Sell |
30,044
-623
| -2% | -$83.7K | ﹤0.01% | 2418 |
|
|
2025
Q1 | $4.24M | Buy |
30,667
+1,259
| +4% | +$207K | ﹤0.01% | 2287 |
|
|
2024
Q4 | $5.28M | Buy |
29,408
+3,439
| +13% | +$645K | ﹤0.01% | 2043 |
|
|
2024
Q3 | $5.45M | Buy |
25,969
+1,297
| +5% | +$242K | ﹤0.01% | 1929 |
|
|
2024
Q2 | $4.37M | Buy |
24,672
+3,679
| +18% | +$750K | ﹤0.01% | 1976 |
|
|
2024
Q1 | $4.99M | Buy |
20,993
+3,547
| +20% | +$763K | ﹤0.01% | 1784 |
|
|
2023
Q4 | $3.39M | Buy |
17,446
+535
| +3% | +$97K | ﹤0.01% | 1968 |
|
|
2023
Q3 | $3.17M | Sell |
16,911
-6,529
| -28% | -$1.26M | ﹤0.01% | 1915 |
|
|
2023
Q2 | $4.27M | Buy |
23,440
+896
| +4% | +$159K | ﹤0.01% | 1663 |
|
|
2023
Q1 | $4.15M | Buy |
22,544
+7,343
| +48% | +$1.34M | ﹤0.01% | 1631 |
|
|
2022
Q4 | $2.47M | Buy |
15,201
+2,326
| +18% | +$362K | ﹤0.01% | 1924 |
|
|
2022
Q3 | $1.63M | Buy |
12,875
+1,590
| +14% | +$250K | ﹤0.01% | 2140 |
|
|
2022
Q2 | $1.75M | Buy |
11,285
+1,583
| +16% | +$259K | ﹤0.01% | 2125 |
|
|
2022
Q1 | $1.71M | Buy |
9,702
+1,045
| +12% | +$170K | ﹤0.01% | 2178 |
|
|
2021
Q4 | $1.22M | Buy |
8,657
+911
| +12% | +$139K | ﹤0.01% | 2481 |
|
|
2021
Q3 | $1.38M | Buy |
7,746
+447
| +6% | +$81.5K | ﹤0.01% | 2353 |
|
|
2021
Q2 | $1.42M | Buy |
7,299
+132
| +2% | +$27.1K | ﹤0.01% | 2267 |
|
|
2021
Q1 | $1.5M | Sell |
7,167
-218
| -3% | -$46K | ﹤0.01% | 2052 |
|
|
2020
Q4 | $1.5M | Buy |
7,385
+300
| +4% | +$50.5K | ﹤0.01% | 1879 |
|
|
2020
Q3 | $985K | Sell |
7,085
-3,028
| -30% | -$475K | ﹤0.01% | 1964 |
|
|
2020
Q2 | $1.67M | Buy |
10,113
+1,707
| +20% | +$234K | ﹤0.01% | 1465 |
|
|
2020
Q1 | $879K | Sell |
8,406
-966
| -10% | -$180K | ﹤0.01% | 1705 |
|
|
2019
Q4 | $1.97M | Buy |
9,372
+1,021
| +12% | +$205K | ﹤0.01% | 1369 |
|
|
2019
Q3 | $1.69M | Sell |
8,351
-331
| -4% | -$68.6K | ﹤0.01% | 1372 |
|
|
2019
Q2 | $1.81M | Sell |
8,682
-149
| -2% | -$30K | ﹤0.01% | 1305 |
|
|
2019
Q1 | $1.7M | Buy |
8,831
+558
| +7% | +$94.3K | ﹤0.01% | 1285 |
|
|
2018
Q4 | $1.16M | Buy |
8,273
+2,711
| +49% | +$446K | ﹤0.01% | 1421 |
|
|
2018
Q3 | $1.12M | Buy |
5,562
+333
| +6% | +$63.9K | ﹤0.01% | 1593 |
|
|
2018
Q2 | $996K | Buy |
5,229
+1,651
| +46% | +$288K | ﹤0.01% | 1630 |
|
|
2018
Q1 | $552K | Buy |
3,578
+593
| +20% | +$89.1K | ﹤0.01% | 2047 |
|
|
2017
Q4 | $421K | Sell |
2,985
-17
| -0.6% | -$2.13K | ﹤0.01% | 2203 |
|
|
2017
Q3 | $360K | Buy |
3,002
+258
| +9% | +$28K | ﹤0.01% | 2218 |
|
|
2017
Q2 | $282K | Buy |
+2,744
| New | +$282K | ﹤0.01% | 2342 |
|
Other funds holding WEX
PCM
IC
VCM
VPM
