Lyrical 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 | $113M | Sell |
772,113
-54,075
| -7% | -$7.94M | 1.64% | 26 |
|
|
2025
Q1 | $130M | Buy |
826,188
+2,754
| +0.3% | +$432K | 1.97% | 24 |
|
|
2024
Q4 | $144M | Buy |
823,434
+3,190
| +0.4% | +$559K | 2.13% | 23 |
|
|
2024
Q3 | $172M | Sell |
820,244
-42,093
| -5% | -$8.83M | 2.51% | 19 |
|
|
2024
Q2 | $153M | Sell |
862,337
-21,592
| -2% | -$3.82M | 2.45% | 19 |
|
|
2024
Q1 | $210M | Buy |
+883,929
| New | +$210M | 3.12% | 15 |
|