Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.36M Buy
54,635
+29,679
+119% +$4.64M 0.01% 828
2025
Q4
$3.73M Buy
+24,956
New +$3.76M ﹤0.01% 1154
2025
Q3
Sell
-3,899
Closed -$573K 3778
2025
Q2
$573K Buy
3,899
+14
+0.4% +$1.88K ﹤0.01% 2221
2025
Q1
$610K Buy
3,885
+762
+24% +$125K ﹤0.01% 2046
2024
Q4
$548K Sell
3,123
-534
-15% -$100K ﹤0.01% 2124
2024
Q3
$767K Sell
3,657
-251
-6% -$46.8K ﹤0.01% 1811
2024
Q2
$692K Buy
3,908
+451
+13% +$92K ﹤0.01% 1782
2024
Q1
$821K Buy
3,457
+281
+9% +$60.5K ﹤0.01% 1657
2023
Q4
$618K Sell
3,176
-346
-10% -$62.7K ﹤0.01% 1804
2023
Q3
$662K Buy
3,522
+375
+12% +$72.4K ﹤0.01% 1582
2023
Q2
$573K Sell
3,147
-977
-24% -$173K ﹤0.01% 1647
2023
Q1
$757K Buy
4,124
+1,603
+64% +$292K ﹤0.01% 1427
2022
Q4
$413K Buy
2,521
+218
+9% +$33.9K ﹤0.01% 1780
2022
Q3
$292K Buy
+2,303
New +$362K ﹤0.01% 1790

Other funds holding WEX