Marsico Capital Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-40,603
| Closed | -$6.32M | – | 104 |
|
|
2022
Q2 | $6.32M | Hold |
40,603
| – | – | 0.31% | 45 |
|
|
2022
Q1 | $7.25M | Hold |
40,603
| – | – | 0.25% | 53 |
|
|
2021
Q4 | $5.7M | Sell |
40,603
-6,644
| -14% | -$933K | 0.17% | 68 |
|
|
2021
Q3 | $8.32M | Hold |
47,247
| – | – | 0.26% | 48 |
|
|
2021
Q2 | $9.16M | Hold |
47,247
| – | – | 0.23% | 43 |
|
|
2021
Q1 | $9.89M | Buy |
47,247
+9,245
| +24% | +$1.93M | 0.26% | 42 |
|
|
2020
Q4 | $7.74M | Buy |
38,002
+2,754
| +8% | +$561K | 0.2% | 49 |
|
|
2020
Q3 | $4.9M | Hold |
35,248
| – | – | 0.14% | 68 |
|
|
2020
Q2 | $5.82M | Buy |
35,248
+2,880
| +9% | +$475K | 0.18% | 52 |
|
|
2020
Q1 | $3.38M | Buy |
32,368
+3,217
| +11% | +$336K | 0.15% | 60 |
|
|
2019
Q4 | $6.11M | Hold |
29,151
| – | – | 0.22% | 52 |
|
|
2019
Q3 | $5.89M | Buy |
+29,151
| New | +$5.89M | 0.23% | 51 |
|