MassMutual Private Wealth & Trust’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.3K | Sell |
101
-2
| -2% | -$296 | ﹤0.01% | 1246 |
|
|
2026
Q1 | $15.8K | Buy |
103
+2
| +2% | +$313 | ﹤0.01% | 1191 |
|
|
2025
Q4 | $15K | Sell |
101
-6
| -6% | -$904 | ﹤0.01% | 1232 |
|
|
2025
Q3 | $16.9K | Sell |
107
-21
| -16% | -$3.47K | ﹤0.01% | 1192 |
|
|
2025
Q2 | $18.8K | Buy |
128
+7
| +6% | +$940 | ﹤0.01% | 1129 |
|
|
2025
Q1 | $19K | Sell |
121
-157
| -56% | -$25.9K | ﹤0.01% | 1044 |
|
|
2024
Q4 | $48.7K | Buy |
278
+13
| +5% | +$2.44K | ﹤0.01% | 757 |
|
|
2024
Q3 | $55.6K | Buy |
265
+1
| +0.4% | +$186 | ﹤0.01% | 639 |
|
|
2024
Q2 | $46.8K | Sell |
264
-12
| -4% | -$2.45K | ﹤0.01% | 657 |
|
|
2024
Q1 | $65.6K | Buy |
276
+7
| +3% | +$1.51K | ﹤0.01% | 556 |
|
|
2023
Q4 | $52.3K | Buy |
269
+20
| +8% | +$3.63K | ﹤0.01% | 593 |
|
|
2023
Q3 | $46.8K | Buy |
249
+5
| +2% | +$965 | ﹤0.01% | 609 |
|
|
2023
Q2 | $44.4K | Sell |
244
-12
| -5% | -$2.13K | ﹤0.01% | 565 |
|
|
2023
Q1 | $47.1K | Buy |
256
+246
| +2,460% | +$44.8K | ﹤0.01% | 529 |
|
|
2022
Q4 | $2K | Sell |
10
-1
| -9% | -$156 | ﹤0.01% | 1351 |
|
|
2022
Q3 | $1K | Buy |
11
+7
| +175% | +$1.1K | ﹤0.01% | 1564 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1444 |
|
|
2022
Q1 | $1K | Buy |
+4
| New | +$652 | ﹤0.01% | 1455 |
|
|
2020
Q4 | – | Sell |
-30
| Closed | -$4K | – | 955 |
|
|
2020
Q3 | $4K | Buy |
30
+23
| +329% | +$3.6K | ﹤0.01% | 667 |
|
|
2020
Q2 | $1K | Sell |
7
-160
| -96% | -$22K | ﹤0.01% | 714 |
|
|
2020
Q1 | $17K | Hold |
167
| – | – | ﹤0.01% | 464 |
|
|
2019
Q4 | $35K | Hold |
167
| – | – | ﹤0.01% | 468 |
|
|
2019
Q3 | $34K | Hold |
167
| – | – | ﹤0.01% | 467 |
|
|
2019
Q2 | $35K | Hold |
167
| – | – | ﹤0.01% | 454 |
|
|
2019
Q1 | $32.1K | Hold |
167
| – | – | ﹤0.01% | 468 |
|
|
2018
Q4 | $23.4K | Buy |
+167
| New | +$27.5K | ﹤0.01% | 473 |
|
|
2018
Q3 | – | Sell |
-15
| Closed | -$2.86K | – | 1116 |
|
|
2018
Q2 | $2.86K | Buy |
+15
| New | +$2.62K | ﹤0.01% | 813 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1015 |
|
|
2016
Q1 | – | Sell |
-35
| Closed | -$2.53K | – | 956 |
|
|
2015
Q4 | $3.09K | Hold |
35
| – | – | ﹤0.01% | 622 |
|
|
2015
Q3 | $3.86K | Hold |
35
| – | – | ﹤0.01% | 656 |
|
|
2015
Q2 | $3.67K | Hold |
35
| – | – | ﹤0.01% | 602 |
|
|
2015
Q1 | $3.76K | Hold |
35
| – | – | ﹤0.01% | 616 |
|
|
2014
Q4 | $3.46K | Hold |
35
| – | – | ﹤0.01% | 530 |
|
|
2014
Q3 | $3.86K | Hold |
35
| – | – | ﹤0.01% | 632 |
|
|
2014
Q2 | $3.67K | Hold |
35
| – | – | ﹤0.01% | 464 |
|
|
2014
Q1 | $3.33K | Hold |
35
| – | – | ﹤0.01% | 452 |
|
|
2013
Q4 | $3.47K | Buy |
+35
| New | +$3.29K | ﹤0.01% | 385 |
|
Other funds holding WEX
YIH
BST
CAM
PWG
NWAG
GI
VCM
HNB