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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Sell |
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|
2025
Q1 | $4.24M | Buy |
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|
2024
Q4 | $5.28M | Buy |
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|
2024
Q3 | $5.45M | Buy |
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|
2024
Q2 | $4.37M | Buy |
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|
2024
Q1 | $4.99M | Buy |
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|
2023
Q4 | $3.39M | Buy |
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|
2023
Q3 | $3.17M | Sell |
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|
2023
Q2 | $4.27M | Buy |
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|
2023
Q1 | $4.15M | Buy |
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|
2022
Q4 | $2.47M | Buy |
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|
2022
Q3 | $1.63M | Buy |
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|
2022
Q2 | $1.75M | Buy |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $1.38M | Buy |
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|
2021
Q2 | $1.42M | Buy |
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|
2021
Q1 | $1.5M | Sell |
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|
2020
Q4 | $1.5M | Buy |
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|
2020
Q3 | $985K | Sell |
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|
2020
Q2 | $1.67M | Buy |
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|
2020
Q1 | $879K | Sell |
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|
2019
Q4 | $1.97M | Buy |
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|
2019
Q3 | $1.69M | Sell |
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|
2019
Q2 | $1.81M | Sell |
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|
2019
Q1 | $1.7M | Buy |
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|
2018
Q4 | $1.16M | Buy |
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|
2018
Q3 | $1.12M | Buy |
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|
2018
Q2 | $996K | Buy |
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|
2018
Q1 | $552K | Buy |
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|
2017
Q4 | $421K | Sell |
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|
2017
Q3 | $360K | Buy |
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|
2017
Q2 | $282K | Buy |
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