Mutual of America Capital Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Sell |
17,031
-897
| -5% | -$132K | 0.03% | 730 |
|
|
2025
Q1 | $2.82M | Sell |
17,928
-3,087
| -15% | -$485K | 0.03% | 690 |
|
|
2024
Q4 | $3.68M | Sell |
21,015
-1,190
| -5% | -$209K | 0.04% | 602 |
|
|
2024
Q3 | $4.66M | Sell |
22,205
-1,787
| -7% | -$375K | 0.05% | 504 |
|
|
2024
Q2 | $4.25M | Sell |
23,992
-1,472
| -6% | -$261K | 0.05% | 531 |
|
|
2024
Q1 | $6.05M | Sell |
25,464
-971
| -4% | -$231K | 0.07% | 370 |
|
|
2023
Q4 | $5.14M | Sell |
26,435
-1,512
| -5% | -$294K | 0.06% | 422 |
|
|
2023
Q3 | $5.26M | Sell |
27,947
-3,234
| -10% | -$608K | 0.06% | 368 |
|
|
2023
Q2 | $5.68M | Sell |
31,181
-3,906
| -11% | -$711K | 0.06% | 390 |
|
|
2023
Q1 | $6.45M | Sell |
35,087
-737
| -2% | -$136K | 0.08% | 329 |
|
|
2022
Q4 | $5.86M | Buy |
35,824
+328
| +0.9% | +$53.7K | 0.07% | 363 |
|
|
2022
Q3 | $4.51M | Sell |
35,496
-2,122
| -6% | -$269K | 0.06% | 451 |
|
|
2022
Q2 | $5.85M | Sell |
37,618
-3,250
| -8% | -$506K | 0.08% | 357 |
|
|
2022
Q1 | $7.29M | Buy |
40,868
+788
| +2% | +$141K | 0.08% | 343 |
|
|
2021
Q4 | $5.63M | Buy |
40,080
+591
| +1% | +$83K | 0.06% | 489 |
|
|
2021
Q3 | $6.96M | Buy |
39,489
+23
| +0.1% | +$4.05K | 0.07% | 347 |
|
|
2021
Q2 | $7.65M | Sell |
39,466
-102
| -0.3% | -$19.8K | 0.08% | 317 |
|
|
2021
Q1 | $8.28M | Sell |
39,568
-1,559
| -4% | -$326K | 0.09% | 274 |
|
|
2020
Q4 | $8.37M | Buy |
41,127
+80
| +0.2% | +$16.3K | 0.1% | 237 |
|
|
2020
Q3 | $5.7M | Buy |
41,047
+592
| +1% | +$82.3K | 0.08% | 308 |
|
|
2020
Q2 | $6.68M | Buy |
40,455
+217
| +0.5% | +$35.8K | 0.09% | 232 |
|
|
2020
Q1 | $4.21M | Buy |
40,238
+1,479
| +4% | +$155K | 0.07% | 347 |
|
|
2019
Q4 | $8.12M | Buy |
38,759
+76
| +0.2% | +$15.9K | 0.1% | 212 |
|
|
2019
Q3 | $7.82M | Buy |
38,683
+543
| +1% | +$110K | 0.11% | 222 |
|
|
2019
Q2 | $7.94M | Buy |
38,140
+82
| +0.2% | +$17.1K | 0.11% | 195 |
|
|
2019
Q1 | $7.31M | Buy |
38,058
+223
| +0.6% | +$42.8K | 0.11% | 215 |
|
|
2018
Q4 | $5.3M | Buy |
37,835
+931
| +3% | +$130K | 0.09% | 295 |
|
|
2018
Q3 | $7.41M | Buy |
36,904
+2,471
| +7% | +$496K | 0.1% | 232 |
|
|
2018
Q2 | $6.56M | Buy |
34,433
+1,651
| +5% | +$314K | 0.1% | 256 |
|
|
2018
Q1 | $5.13M | Buy |
32,782
+519
| +2% | +$81.3K | 0.08% | 358 |
|
|
2017
Q4 | $4.56M | Sell |
32,263
-169
| -0.5% | -$23.9K | 0.07% | 431 |
|
|
2017
Q3 | $3.64M | Buy |
32,432
+472
| +1% | +$53K | 0.06% | 533 |
|
|
2017
Q2 | $3.33M | Buy |
31,960
+907
| +3% | +$94.6K | 0.06% | 567 |
|
|
2017
Q1 | $3.21M | Buy |
31,053
+1,122
| +4% | +$116K | 0.06% | 565 |
|
|
2016
Q4 | $3.34M | Buy |
29,931
+293
| +1% | +$32.7K | 0.06% | 519 |
|
|
2016
Q3 | $3.2M | Buy |
29,638
+593
| +2% | +$64.1K | 0.06% | 500 |
|
|
2016
Q2 | $2.58M | Buy |
29,045
+2,650
| +10% | +$235K | 0.05% | 575 |
|
|
2016
Q1 | $2.2M | Buy |
26,395
+108
| +0.4% | +$9K | 0.05% | 628 |
|
|
2015
Q4 | $2.32M | Buy |
26,287
+393
| +2% | +$34.7K | 0.05% | 589 |
|
|
2015
Q3 | $2.25M | Buy |
25,894
+991
| +4% | +$86.1K | 0.05% | 589 |
|
|
2015
Q2 | $2.84M | Sell |
24,903
-20,666
| -45% | -$2.36M | 0.06% | 499 |
|
|
2015
Q1 | $4.89M | Sell |
45,569
-2,019
| -4% | -$217K | 0.11% | 230 |
|
|
2014
Q4 | $4.71M | Buy |
47,588
+423
| +0.9% | +$41.8K | 0.11% | 239 |
|
|
2014
Q3 | $5.2M | Buy |
47,165
+435
| +0.9% | +$48K | 0.12% | 178 |
|
|
2014
Q2 | $4.91M | Sell |
46,730
-5,202
| -10% | -$546K | 0.12% | 202 |
|
|
2014
Q1 | $4.94M | Buy |
51,932
+301
| +0.6% | +$28.6K | 0.12% | 192 |
|
|
2013
Q4 | $5.11M | Buy |
51,631
+936
| +2% | +$92.7K | 0.13% | 183 |
|
|
2013
Q3 | $4.45M | Buy |
50,695
+939
| +2% | +$82.4K | 0.12% | 191 |
|
|
2013
Q2 | $3.82M | Buy |
+49,756
| New | +$3.82M | 0.11% | 215 |
|