Nisa Investment 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 | $2.69M | Sell |
18,329
-4
| -0% | -$588 | 0.01% | 557 |
|
|
2025
Q1 | $2.88M | Hold |
18,333
| – | – | 0.01% | 541 |
|
|
2024
Q4 | $3.21M | Hold |
18,333
| – | – | 0.01% | 553 |
|
|
2024
Q3 | $3.84M | Hold |
18,333
| – | – | 0.02% | 492 |
|
|
2024
Q2 | $3.25M | Sell |
18,333
-1,100
| -6% | -$195K | 0.02% | 543 |
|
|
2024
Q1 | $4.62M | Sell |
19,433
-3,925
| -17% | -$932K | 0.03% | 463 |
|
|
2023
Q4 | $4.54M | Buy |
23,358
+200
| +0.9% | +$38.9K | 0.03% | 431 |
|
|
2023
Q3 | $4.36M | Sell |
23,158
-5
| -0% | -$940 | 0.03% | 449 |
|
|
2023
Q2 | $4.22M | Hold |
23,163
| – | – | 0.03% | 474 |
|
|
2023
Q1 | $4.26M | Hold |
23,163
| – | – | 0.03% | 457 |
|
|
2022
Q4 | $3.79M | Hold |
23,163
| – | – | 0.03% | 530 |
|
|
2022
Q3 | $2.94M | Buy |
23,163
+63
| +0.3% | +$8K | 0.03% | 525 |
|
|
2022
Q2 | $3.59M | Hold |
23,100
| – | – | 0.03% | 474 |
|
|
2022
Q1 | $4.12M | Hold |
23,100
| – | – | 0.03% | 465 |
|
|
2021
Q4 | $3.72M | Sell |
23,100
-650
| -3% | -$105K | 0.03% | 477 |
|
|
2021
Q3 | $4.18K | Sell |
23,750
-100
| -0.4% | -$18 | 0.03% | 493 |
|
|
2021
Q2 | $4.63K | Sell |
23,850
-1,600
| -6% | -$310 | 0.03% | 466 |
|
|
2021
Q1 | $5.33K | Sell |
25,450
-400
| -2% | -$84 | 0.03% | 430 |
|
|
2020
Q4 | $5.26M | Buy |
25,850
+50
| +0.2% | +$10.2K | 0.03% | 434 |
|
|
2020
Q3 | $3.59M | Buy |
25,800
+600
| +2% | +$83.4K | 0.03% | 450 |
|
|
2020
Q2 | $4.16M | Hold |
25,200
| – | – | 0.04% | 389 |
|
|
2020
Q1 | $2.64M | Buy |
25,200
+200
| +0.8% | +$20.9K | 0.03% | 455 |
|
|
2019
Q4 | $5.24M | Hold |
25,000
| – | – | 0.04% | 371 |
|
|
2019
Q3 | $5.05M | Hold |
25,000
| – | – | 0.04% | 376 |
|
|
2019
Q2 | $5.2M | Hold |
25,000
| – | – | 0.05% | 356 |
|
|
2019
Q1 | $4.8M | Hold |
25,000
| – | – | 0.05% | 365 |
|
|
2018
Q4 | $3.5M | Hold |
25,000
| – | – | 0.04% | 406 |
|
|
2018
Q3 | $5.02M | Hold |
25,000
| – | – | 0.05% | 372 |
|
|
2018
Q2 | $4.76M | Hold |
25,000
| – | – | 0.05% | 366 |
|
|
2018
Q1 | $3.9M | Hold |
25,000
| – | – | 0.04% | 405 |
|
|
2017
Q4 | $3.53M | Buy |
25,000
+300
| +1% | +$42.4K | 0.04% | 441 |
|
|
2017
Q3 | $2.77M | Hold |
24,700
| – | – | 0.03% | 493 |
|
|
2017
Q2 | $2.57M | Sell |
24,700
-1,500
| -6% | -$156K | 0.03% | 515 |
|
|
2017
Q1 | $2.71M | Buy |
26,200
+1,500
| +6% | +$155K | 0.03% | 509 |
|
|
2016
Q4 | $2.76M | Hold |
24,700
| – | – | 0.03% | 486 |
|
|
2016
Q3 | $2.67M | Sell |
24,700
-200
| -0.8% | -$21.6K | 0.03% | 475 |
|
|
2016
Q2 | $2.21M | Sell |
24,900
-200
| -0.8% | -$17.7K | 0.03% | 528 |
|
|
2016
Q1 | $2.09M | Sell |
25,100
-1,000
| -4% | -$83.3K | 0.03% | 527 |
|
|
2015
Q4 | $2.31M | Hold |
26,100
| – | – | 0.03% | 486 |
|
|
2015
Q3 | $2.28M | Hold |
26,100
| – | – | 0.03% | 492 |
|
|
2015
Q2 | $2.98M | Hold |
26,100
| – | – | 0.04% | 430 |
|
|
2015
Q1 | $2.8M | Sell |
26,100
-1,700
| -6% | -$183K | 0.04% | 464 |
|
|
2014
Q4 | $2.75M | Hold |
27,800
| – | – | 0.04% | 469 |
|
|
2014
Q3 | $3.07M | Hold |
27,800
| – | – | 0.04% | 413 |
|
|
2014
Q2 | $2.92M | Hold |
27,800
| – | – | 0.04% | 442 |
|
|
2014
Q1 | $2.64M | Hold |
27,800
| – | – | 0.04% | 467 |
|
|
2013
Q4 | $2.75M | Hold |
27,800
| – | – | 0.04% | 437 |
|
|
2013
Q3 | $2.44M | Hold |
27,800
| – | – | 0.04% | 456 |
|
|
2013
Q2 | $2.13M | Buy |
+27,800
| New | +$2.13M | 0.03% | 493 |
|