Mercer Global Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+1,532
| New | +$225K | ﹤0.01% | 1995 |
|
|
2024
Q4 | – | Sell |
-1,249
| Closed | -$262K | – | 2298 |
|
|
2024
Q3 | $262K | Sell |
1,249
-43
| -3% | -$9K | ﹤0.01% | 1677 |
|
|
2024
Q2 | $229K | Buy |
1,292
+102
| +9% | +$18.1K | ﹤0.01% | 1719 |
|
|
2024
Q1 | $283K | Sell |
1,190
-1,107
| -48% | -$263K | ﹤0.01% | 1596 |
|
|
2023
Q4 | $447K | Buy |
2,297
+86
| +4% | +$16.7K | ﹤0.01% | 1386 |
|
|
2023
Q3 | $416K | Buy |
2,211
+752
| +52% | +$141K | ﹤0.01% | 1343 |
|
|
2023
Q2 | $266K | Sell |
1,459
-342
| -19% | -$62.4K | ﹤0.01% | 1580 |
|
|
2023
Q1 | $331K | Buy |
1,801
+244
| +16% | +$44.8K | ﹤0.01% | 1449 |
|
|
2022
Q4 | $251K | Buy |
+1,557
| New | +$251K | ﹤0.01% | 1593 |
|
|
2022
Q3 | – | Sell |
-1,440
| Closed | -$224K | – | 1923 |
|
|
2022
Q2 | $224K | Buy |
+1,440
| New | +$224K | ﹤0.01% | 1581 |
|