North Star 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 | $44.1K | Hold |
300
| – | – | ﹤0.01% | 661 |
|
|
2025
Q1 | $47.1K | Hold |
300
| – | – | ﹤0.01% | 621 |
|
|
2024
Q4 | $52.6K | Buy |
+300
| New | +$52.6K | ﹤0.01% | 606 |
|
|
2015
Q4 | – | Sell |
-80
| Closed | -$7K | – | 854 |
|
|
2015
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 691 |
|
|
2015
Q2 | $9K | Hold |
80
| – | – | ﹤0.01% | 635 |
|
|
2015
Q1 | $9K | Hold |
80
| – | – | ﹤0.01% | 641 |
|
|
2014
Q4 | $8K | Buy |
+80
| New | +$8K | ﹤0.01% | 639 |
|