Morgan Stanley’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394M | Buy |
2,683,931
+244,285
| +10% | +$35.9M | 0.03% | 588 |
|
|
2025
Q1 | $383M | Buy |
2,439,646
+242,342
| +11% | +$38.1M | 0.03% | 569 |
|
|
2024
Q4 | $385M | Sell |
2,197,304
-70,696
| -3% | -$12.4M | 0.03% | 568 |
|
|
2024
Q3 | $476M | Buy |
2,268,000
+68,267
| +3% | +$14.3M | 0.03% | 489 |
|
|
2024
Q2 | $390M | Buy |
2,199,733
+243,537
| +12% | +$43.1M | 0.03% | 534 |
|
|
2024
Q1 | $465M | Sell |
1,956,196
-1,879,810
| -49% | -$447M | 0.04% | 464 |
|
|
2023
Q4 | $746M | Buy |
3,836,006
+1,974,189
| +106% | +$384M | 0.03% | 515 |
|
|
2023
Q3 | $350M | Sell |
1,861,817
-37,222
| -2% | -$7M | 0.04% | 485 |
|
|
2023
Q2 | $346M | Sell |
1,899,039
-199,244
| -9% | -$36.3M | 0.03% | 501 |
|
|
2023
Q1 | $386M | Buy |
2,098,283
+38,390
| +2% | +$7.06M | 0.04% | 440 |
|
|
2022
Q4 | $337M | Buy |
2,059,893
+1,594,294
| +342% | +$261M | 0.04% | 478 |
|
|
2022
Q3 | $59.1M | Sell |
465,599
-36,108
| -7% | -$4.58M | 0.01% | 1203 |
|
|
2022
Q2 | $78M | Buy |
501,707
+302,089
| +151% | +$47M | 0.01% | 1075 |
|
|
2022
Q1 | $35.6M | Buy |
199,618
+1,071
| +0.5% | +$191K | ﹤0.01% | 1551 |
|
|
2021
Q4 | $27.9M | Sell |
198,547
-55,654
| -22% | -$7.81M | ﹤0.01% | 1821 |
|
|
2021
Q3 | $44.8M | Sell |
254,201
-40,715
| -14% | -$7.17M | 0.01% | 1377 |
|
|
2021
Q2 | $57.2M | Buy |
294,916
+129,958
| +79% | +$25.2M | 0.01% | 1215 |
|
|
2021
Q1 | $34.5M | Sell |
164,958
-69,035
| -30% | -$14.4M | 0.01% | 1459 |
|
|
2020
Q4 | $47.6M | Buy |
233,993
+34,468
| +17% | +$7.02M | 0.01% | 1137 |
|
|
2020
Q3 | $27.7M | Buy |
199,525
+162,899
| +445% | +$22.6M | 0.01% | 1245 |
|
|
2020
Q2 | $6.04M | Sell |
36,626
-33,588
| -48% | -$5.54M | ﹤0.01% | 2472 |
|
|
2020
Q1 | $7.34M | Buy |
70,214
+17,793
| +34% | +$1.86M | ﹤0.01% | 2070 |
|
|
2019
Q4 | $11M | Buy |
52,421
+16,933
| +48% | +$3.55M | ﹤0.01% | 2334 |
|
|
2019
Q3 | $7.17M | Sell |
35,488
-1,347
| -4% | -$272K | ﹤0.01% | 2476 |
|
|
2019
Q2 | $7.67M | Buy |
36,835
+5,040
| +16% | +$1.05M | ﹤0.01% | 2450 |
|
|
2019
Q1 | $6.11M | Sell |
31,795
-180,316
| -85% | -$34.6M | ﹤0.01% | 2524 |
|
|
2018
Q4 | $29.7M | Buy |
212,111
+143,284
| +208% | +$20.1M | 0.01% | 1134 |
|
|
2018
Q3 | $13.8M | Buy |
68,827
+20,040
| +41% | +$4.02M | ﹤0.01% | 2067 |
|
|
2018
Q2 | $9.29M | Sell |
48,787
-29,511
| -38% | -$5.62M | ﹤0.01% | 2461 |
|
|
2018
Q1 | $12.3M | Buy |
78,298
+7,308
| +10% | +$1.14M | ﹤0.01% | 2150 |
|
|
2017
Q4 | $10M | Sell |
70,990
-16,065
| -18% | -$2.27M | ﹤0.01% | 2386 |
|
|
2017
Q3 | $9.77M | Buy |
87,055
+33,745
| +63% | +$3.79M | ﹤0.01% | 2303 |
|
|
2017
Q2 | $5.56M | Sell |
53,310
-20,989
| -28% | -$2.19M | ﹤0.01% | 2730 |
|
|
2017
Q1 | $7.69M | Buy |
74,299
+16,876
| +29% | +$1.75M | ﹤0.01% | 2460 |
|
|
2016
Q4 | $6.41M | Buy |
57,423
+23,032
| +67% | +$2.57M | ﹤0.01% | 2736 |
|
|
2016
Q3 | $3.72M | Buy |
34,391
+3,520
| +11% | +$380K | ﹤0.01% | 2962 |
|
|
2016
Q2 | $2.74M | Buy |
30,871
+24,178
| +361% | +$2.14M | ﹤0.01% | 3155 |
|
|
2016
Q1 | $559K | Sell |
6,693
-10,189
| -60% | -$851K | ﹤0.01% | 4362 |
|
|
2015
Q4 | $1.49M | Sell |
16,882
-33,508
| -66% | -$2.96M | ﹤0.01% | 3740 |
|
|
2015
Q3 | $4.38M | Sell |
50,390
-10,168
| -17% | -$883K | ﹤0.01% | 2772 |
|
|
2015
Q2 | $6.9M | Buy |
60,558
+12,269
| +25% | +$1.4M | ﹤0.01% | 2494 |
|
|
2015
Q1 | $5.18M | Sell |
48,289
-88,321
| -65% | -$9.48M | ﹤0.01% | 2724 |
|
|
2014
Q4 | $13.5M | Buy |
136,610
+111,996
| +455% | +$11.1M | ﹤0.01% | 1787 |
|
|
2014
Q3 | $2.72M | Buy |
24,614
+14,014
| +132% | +$1.55M | ﹤0.01% | 3185 |
|
|
2014
Q2 | $1.11M | Sell |
10,600
-21,149
| -67% | -$2.22M | ﹤0.01% | 3968 |
|
|
2014
Q1 | $3.02M | Buy |
31,749
+7,959
| +33% | +$757K | ﹤0.01% | 3066 |
|
|
2013
Q4 | $2.36M | Buy |
23,790
+11,460
| +93% | +$1.13M | ﹤0.01% | 3262 |
|
|
2013
Q3 | $1.08M | Sell |
12,330
-5,398
| -30% | -$473K | ﹤0.01% | 3730 |
|
|
2013
Q2 | $1.36M | Buy |
+17,728
| New | +$1.36M | ﹤0.01% | 3453 |
|