MML Investors Services’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
+1,519
| New | +$223K | ﹤0.01% | 2615 |
|
|
2024
Q4 | – | Sell |
-1,209
| Closed | -$254K | – | 2739 |
|
|
2024
Q3 | $254K | Buy |
1,209
+25
| +2% | +$5.25K | ﹤0.01% | 2285 |
|
|
2024
Q2 | $210K | Buy |
1,184
+290
| +32% | +$51.4K | ﹤0.01% | 2320 |
|
|
2024
Q1 | $212K | Buy |
+894
| New | +$212K | ﹤0.01% | 2329 |
|
|
2020
Q1 | – | Sell |
-2,174
| Closed | -$455K | – | 1548 |
|
|
2019
Q4 | $455K | Buy |
+2,174
| New | +$455K | 0.01% | 1045 |
|