NWAG
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Net Worth Advisory Group’s WEX WEX Stock Holding History

Net Worth Advisory Group’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$312K Buy
2,123
+70
+3% +$10.3K 0.07% 295
2025
Q1 		$322K Buy
2,053
+723
+54% +$114K 0.1% 230
2024
Q4 		$233K Sell
1,330
-18
-1% -$3.16K 0.07% 320
2024
Q3 		$283K Buy
+1,348
New +$283K 0.08% 291