MAI Capital 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 | $77.7K | Sell |
529
-19
| -3% | -$2.79K | ﹤0.01% | 1535 |
|
|
2025
Q1 | $86K | Buy |
548
+48
| +10% | +$7.54K | ﹤0.01% | 1399 |
|
|
2024
Q4 | $87.7K | Buy |
+500
| New | +$87.7K | ﹤0.01% | 1424 |
|
|
2020
Q1 | – | Sell |
-4,279
| Closed | -$896K | – | 567 |
|
|
2019
Q4 | $896K | Buy |
+4,279
| New | +$896K | 0.03% | 304 |
|