NSIM
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North Star Investment Management’s WEX WEX Stock Holding History

North Star Investment Management’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45.9K Hold
300
– – ﹤0.01% 752
2025
Q4 		$44.7K Hold
300
– – ﹤0.01% 690
2025
Q3 		$47.3K Hold
300
– – ﹤0.01% 667
2025
Q2 		$44.1K Hold
300
– – ﹤0.01% 661
2025
Q1 		$47.1K Hold
300
– – ﹤0.01% 621
2024
Q4 		$52.6K Buy
+300
New +$56.3K ﹤0.01% 606
2015
Q4 		– Sell
-80
Closed -$7K – 855
2015
Q3 		$7K Hold
80
– – ﹤0.01% 692
2015
Q2 		$9K Hold
80
– – ﹤0.01% 635
2015
Q1 		$9K Hold
80
– – ﹤0.01% 641
2014
Q4 		$8K Buy
+80
New +$8.52K ﹤0.01% 639

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