Northwestern Mutual Wealth Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38.4K | Sell |
251
-29
| -10% | -$4.53K | ﹤0.01% | 2548 |
|
|
2025
Q4 | $41.7K | Sell |
280
-269
| -49% | -$40.5K | ﹤0.01% | 2474 |
|
|
2025
Q3 | $86.5K | Buy |
549
+143
| +35% | +$23.7K | ﹤0.01% | 2107 |
|
|
2025
Q2 | $59.6K | Buy |
406
+53
| +15% | +$7.12K | ﹤0.01% | 2182 |
|
|
2025
Q1 | $55.4K | Sell |
353
-189
| -35% | -$31.1K | ﹤0.01% | 2142 |
|
|
2024
Q4 | $95K | Buy |
542
+194
| +56% | +$36.4K | ﹤0.01% | 1934 |
|
|
2024
Q3 | $73K | Sell |
348
-86
| -20% | -$16K | ﹤0.01% | 2026 |
|
|
2024
Q2 | $76.9K | Buy |
434
+124
| +40% | +$25.3K | ﹤0.01% | 1939 |
|
|
2024
Q1 | $73.6K | Sell |
310
-30
| -9% | -$6.46K | ﹤0.01% | 1930 |
|
|
2023
Q4 | $66.1K | Buy |
340
+56
| +20% | +$10.2K | ﹤0.01% | 1941 |
|
|
2023
Q3 | $53.4K | Buy |
284
+22
| +8% | +$4.25K | ﹤0.01% | 1947 |
|
|
2023
Q2 | $47.7K | Sell |
262
-17
| -6% | -$3.01K | ﹤0.01% | 1998 |
|
|
2023
Q1 | $51.3K | Sell |
279
-21
| -7% | -$3.83K | ﹤0.01% | 1931 |
|
|
2022
Q4 | $49.1K | Sell |
300
-571
| -66% | -$88.9K | ﹤0.01% | 1921 |
|
|
2022
Q3 | $111K | Buy |
871
+621
| +248% | +$97.6K | ﹤0.01% | 1604 |
|
|
2022
Q2 | $39K | Hold |
250
| – | – | ﹤0.01% | 2002 |
|
|
2022
Q1 | $45K | Sell |
250
-1
| -0.4% | -$163 | ﹤0.01% | 2003 |
|
|
2021
Q4 | $35K | Sell |
251
-4
| -2% | -$611 | ﹤0.01% | 2121 |
|
|
2021
Q3 | $45K | Sell |
255
-12
| -4% | -$2.19K | ﹤0.01% | 1935 |
|
|
2021
Q2 | $51K | Buy |
267
+10
| +4% | +$2.05K | ﹤0.01% | 1853 |
|
|
2021
Q1 | $53K | Buy |
257
+7
| +3% | +$1.48K | ﹤0.01% | 1724 |
|
|
2020
Q4 | $51K | Hold |
250
| – | – | ﹤0.01% | 1649 |
|
|
2020
Q3 | $35K | Hold |
250
| – | – | ﹤0.01% | 1617 |
|
|
2020
Q2 | $41K | Hold |
250
| – | – | ﹤0.01% | 1518 |
|
|
2020
Q1 | $26K | Sell |
250
-5
| -2% | -$933 | ﹤0.01% | 1614 |
|
|
2019
Q4 | $53K | Buy |
255
+5
| +2% | +$1K | ﹤0.01% | 1449 |
|
|
2019
Q3 | $51K | Hold |
250
| – | – | ﹤0.01% | 1416 |
|
|
2019
Q2 | $52K | Sell |
250
-52
| -17% | -$10.5K | ﹤0.01% | 1367 |
|
|
2019
Q1 | $58K | Buy |
302
+52
| +21% | +$8.79K | ﹤0.01% | 1287 |
|
|
2018
Q4 | $35K | Sell |
250
-35
| -12% | -$5.76K | ﹤0.01% | 1394 |
|
|
2018
Q3 | $57K | Sell |
285
-50
| -15% | -$9.59K | ﹤0.01% | 1263 |
|
|
2018
Q2 | $64K | Buy |
335
+43
| +15% | +$7.5K | ﹤0.01% | 1146 |
|
|
2018
Q1 | $46K | Buy |
292
+7
| +2% | +$1.05K | ﹤0.01% | 1236 |
|
|
2017
Q4 | $40K | Hold |
285
| – | – | ﹤0.01% | 1242 |
|
|
2017
Q3 | $32K | Hold |
285
| – | – | ﹤0.01% | 1289 |
|
|
2017
Q2 | $30K | Hold |
285
| – | – | ﹤0.01% | 1258 |
|
|
2017
Q1 | $29K | Sell |
285
-83
| -23% | -$9.21K | ﹤0.01% | 1206 |
|
|
2016
Q4 | $41K | Buy |
+368
| New | +$39.8K | ﹤0.01% | 1098 |
|
|
2016
Q3 | – | Sell |
-285
| Closed | -$25K | – | 1525 |
|
|
2016
Q2 | $25K | Buy |
285
+35
| +14% | +$3.12K | ﹤0.01% | 1101 |
|
|
2016
Q1 | $21K | Sell |
250
-29
| -10% | -$2.1K | ﹤0.01% | 1181 |
|
|
2015
Q4 | $25K | Buy |
279
+29
| +12% | +$2.63K | ﹤0.01% | 946 |
|
|
2015
Q3 | $22K | Hold |
250
| – | – | ﹤0.01% | 897 |
|
|
2015
Q2 | $28K | Hold |
250
| – | – | ﹤0.01% | 799 |
|
|
2015
Q1 | $27K | Buy |
+250
| New | +$25.2K | ﹤0.01% | 797 |
|
|
2013
Q4 | – | Sell |
-30
| Closed | -$3K | – | 1590 |
|
|
2013
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 1134 |
|
|
2013
Q2 | $2K | Buy |
+30
| New | +$2.23K | ﹤0.01% | 1129 |
|
Other funds holding WEX
PCM
IC
VCM
VPM
