Moody Aldrich Partners’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,363
| Closed | -$215K | – | 208 |
|
|
2025
Q3 | $215K | Sell |
1,363
-6
| -0.4% | -$992 | 0.04% | 181 |
|
|
2025
Q2 | $201K | Sell |
1,369
-25
| -2% | -$3.36K | 0.04% | 177 |
|
|
2025
Q1 | $219K | Sell |
1,394
-530
| -28% | -$87.3K | 0.05% | 158 |
|
|
2024
Q4 | $337K | Sell |
1,924
-9
| -0.5% | -$1.69K | 0.06% | 152 |
|
|
2024
Q3 | $405K | Sell |
1,933
-2
| -0.1% | -$373 | 0.07% | 140 |
|
|
2024
Q2 | $343K | Sell |
1,935
-1
| -0.1% | -$204 | 0.07% | 151 |
|
|
2024
Q1 | $460K | Sell |
1,936
-12
| -0.6% | -$2.58K | 0.08% | 147 |
|
|
2023
Q4 | $379K | Sell |
1,948
-4
| -0.2% | -$725 | 0.07% | 155 |
|
|
2023
Q3 | $367K | Sell |
1,952
-43
| -2% | -$8.3K | 0.07% | 151 |
|
|
2023
Q2 | $363K | Sell |
1,995
-98
| -5% | -$17.4K | 0.07% | 125 |
|
|
2023
Q1 | $385K | Sell |
2,093
-4
| -0.2% | -$729 | 0.08% | 130 |
|
|
2022
Q4 | $343K | Sell |
2,097
-23
| -1% | -$3.58K | 0.07% | 135 |
|
|
2022
Q3 | $269K | Sell |
2,120
-4
| -0.2% | -$629 | 0.06% | 140 |
|
|
2022
Q2 | $330K | Sell |
2,124
-21
| -1% | -$3.44K | 0.06% | 127 |
|
|
2022
Q1 | $383K | Buy |
2,145
+532
| +33% | +$86.8K | 0.05% | 128 |
|
|
2021
Q4 | $226K | Sell |
1,613
-22
| -1% | -$3.36K | 0.03% | 152 |
|
|
2021
Q3 | $288K | Sell |
1,635
-1
| -0.1% | -$182 | 0.04% | 152 |
|
|
2021
Q2 | $317K | Sell |
1,636
-23
| -1% | -$4.72K | 0.04% | 150 |
|
|
2021
Q1 | $347K | Buy |
1,659
+264
| +19% | +$55.7K | 0.05% | 149 |
|
|
2020
Q4 | $284K | Buy |
+1,395
| New | +$235K | 0.05% | 150 |
|
|
2020
Q3 | – | Sell |
-1,789
| Closed | -$295K | – | 182 |
|
|
2020
Q2 | $295K | Buy |
+1,789
| New | +$246K | 0.06% | 139 |
|
|
2020
Q1 | – | Sell |
-1,132
| Closed | -$237K | – | 161 |
|
|
2019
Q4 | $237K | Buy |
+1,132
| New | +$227K | 0.05% | 143 |
|
Other funds holding WEX
PCM
IC
