NewEdge Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.8K | Hold |
203
| – | – | ﹤0.01% | 2825 |
|
|
2025
Q1 | $31.9K | Sell |
203
-164
| -45% | -$25.8K | ﹤0.01% | 2700 |
|
|
2024
Q4 | $64.3K | Buy |
367
+29
| +9% | +$5.08K | ﹤0.01% | 2427 |
|
|
2024
Q3 | $70.9K | Hold |
338
| – | – | ﹤0.01% | 2319 |
|
|
2024
Q2 | $59.9K | Buy |
338
+114
| +51% | +$20.2K | ﹤0.01% | 2291 |
|
|
2024
Q1 | $53.2K | Sell |
224
-36
| -14% | -$8.55K | ﹤0.01% | 2291 |
|
|
2023
Q4 | $50.6K | Sell |
260
-1,281
| -83% | -$249K | ﹤0.01% | 2229 |
|
|
2023
Q3 | $290K | Buy |
1,541
+1,291
| +516% | +$243K | ﹤0.01% | 1449 |
|
|
2023
Q2 | $45.5K | Hold |
250
| – | – | ﹤0.01% | 2111 |
|
|
2023
Q1 | $46K | Sell |
250
-15
| -6% | -$2.76K | ﹤0.01% | 2039 |
|
|
2022
Q4 | $2.01K | Buy |
+265
| New | +$2.01K | ﹤0.01% | 2844 |
|