LPL Financial’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Sell |
30,044
-623
| -2% | -$91.5K | ﹤0.01% | 2408 |
|
|
2025
Q1 | $4.24M | Buy |
30,667
+1,259
| +4% | +$174K | ﹤0.01% | 2281 |
|
|
2024
Q4 | $5.28M | Buy |
29,408
+3,439
| +13% | +$618K | ﹤0.01% | 2036 |
|
|
2024
Q3 | $5.45M | Buy |
25,969
+1,297
| +5% | +$272K | ﹤0.01% | 1921 |
|
|
2024
Q2 | $4.37M | Buy |
24,672
+3,679
| +18% | +$652K | ﹤0.01% | 1966 |
|
|
2024
Q1 | $4.99M | Buy |
20,993
+3,547
| +20% | +$842K | ﹤0.01% | 1778 |
|
|
2023
Q4 | $3.39M | Buy |
17,446
+535
| +3% | +$104K | ﹤0.01% | 1958 |
|
|
2023
Q3 | $3.17M | Sell |
16,911
-6,529
| -28% | -$1.22M | ﹤0.01% | 1909 |
|
|
2023
Q2 | $4.27M | Buy |
23,440
+896
| +4% | +$163K | ﹤0.01% | 1659 |
|
|
2023
Q1 | $4.15M | Buy |
22,544
+7,343
| +48% | +$1.35M | ﹤0.01% | 1628 |
|
|
2022
Q4 | $2.47M | Buy |
15,201
+2,326
| +18% | +$378K | ﹤0.01% | 1922 |
|
|
2022
Q3 | $1.63M | Buy |
12,875
+1,590
| +14% | +$202K | ﹤0.01% | 2137 |
|
|
2022
Q2 | $1.75M | Buy |
11,285
+1,583
| +16% | +$246K | ﹤0.01% | 2120 |
|
|
2022
Q1 | $1.71M | Buy |
9,702
+1,045
| +12% | +$185K | ﹤0.01% | 2172 |
|
|
2021
Q4 | $1.22M | Buy |
8,657
+911
| +12% | +$128K | ﹤0.01% | 2472 |
|
|
2021
Q3 | $1.38M | Buy |
7,746
+447
| +6% | +$79.4K | ﹤0.01% | 2341 |
|
|
2021
Q2 | $1.42M | Buy |
7,299
+132
| +2% | +$25.6K | ﹤0.01% | 2261 |
|
|
2021
Q1 | $1.5M | Sell |
7,167
-218
| -3% | -$45.6K | ﹤0.01% | 2049 |
|
|
2020
Q4 | $1.5M | Buy |
7,385
+300
| +4% | +$61.1K | ﹤0.01% | 1874 |
|
|
2020
Q3 | $985K | Sell |
7,085
-3,028
| -30% | -$421K | ﹤0.01% | 1954 |
|
|
2020
Q2 | $1.67M | Buy |
10,113
+1,707
| +20% | +$282K | ﹤0.01% | 1461 |
|
|
2020
Q1 | $879K | Sell |
8,406
-966
| -10% | -$101K | ﹤0.01% | 1701 |
|
|
2019
Q4 | $1.97M | Buy |
9,372
+1,021
| +12% | +$215K | ﹤0.01% | 1367 |
|
|
2019
Q3 | $1.69M | Sell |
8,351
-331
| -4% | -$66.9K | ﹤0.01% | 1370 |
|
|
2019
Q2 | $1.81M | Sell |
8,682
-149
| -2% | -$31.1K | ﹤0.01% | 1303 |
|
|
2019
Q1 | $1.7M | Buy |
8,831
+558
| +7% | +$108K | ﹤0.01% | 1281 |
|
|
2018
Q4 | $1.16M | Buy |
8,273
+2,711
| +49% | +$380K | ﹤0.01% | 1412 |
|
|
2018
Q3 | $1.12M | Buy |
5,562
+333
| +6% | +$66.9K | ﹤0.01% | 1586 |
|
|
2018
Q2 | $996K | Buy |
5,229
+1,651
| +46% | +$314K | ﹤0.01% | 1619 |
|
|
2018
Q1 | $552K | Buy |
3,578
+593
| +20% | +$91.5K | ﹤0.01% | 2031 |
|
|
2017
Q4 | $421K | Sell |
2,985
-17
| -0.6% | -$2.4K | ﹤0.01% | 2187 |
|
|
2017
Q3 | $360K | Buy |
3,002
+258
| +9% | +$30.9K | ﹤0.01% | 2208 |
|
|
2017
Q2 | $282K | Buy |
+2,744
| New | +$282K | ﹤0.01% | 2337 |
|