Mendota Financial Group’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-150
| Closed | -$26.3K | – | 365 |
|
|
2024
Q4 | $26.3K | Sell |
150
-130
| -46% | -$22.8K | 0.02% | 194 |
|
|
2024
Q3 | $58.7K | Hold |
280
| – | – | 0.03% | 164 |
|
|
2024
Q2 | $49.6K | Hold |
280
| – | – | 0.03% | 173 |
|
|
2024
Q1 | $66.5K | Hold |
280
| – | – | 0.04% | 161 |
|
|
2023
Q4 | $54.5K | Hold |
280
| – | – | 0.04% | 194 |
|
|
2023
Q3 | $52.7K | Hold |
280
| – | – | 0.05% | 135 |
|
|
2023
Q2 | $51K | Buy |
+280
| New | +$51K | 0.06% | 134 |
|