New York Life Investment 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 | – | Sell |
-4,024
| Closed | -$632K | – | 842 |
|
|
2025
Q1 | $632K | Sell |
4,024
-103
| -2% | -$16.2K | 0.01% | 741 |
|
|
2024
Q4 | $724K | Sell |
4,127
-912
| -18% | -$160K | 0.01% | 727 |
|
|
2024
Q3 | $1.06M | Sell |
5,039
-299
| -6% | -$62.7K | 0.01% | 688 |
|
|
2024
Q2 | $946K | Buy |
5,338
+578
| +12% | +$102K | 0.01% | 697 |
|
|
2024
Q1 | $1.13M | Sell |
4,760
-138
| -3% | -$32.8K | 0.01% | 644 |
|
|
2023
Q4 | $953K | Buy |
4,898
+355
| +8% | +$69.1K | 0.01% | 669 |
|
|
2023
Q3 | $854K | Buy |
4,543
+2,454
| +117% | +$462K | 0.01% | 659 |
|
|
2023
Q2 | $380K | Buy |
+2,089
| New | +$380K | ﹤0.01% | 1077 |
|