Oak Thistle LLC’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,495
| Closed | -$392K | – | 616 |
|
|
2025
Q1 | $392K | Buy |
+2,495
| New | +$392K | 0.08% | 328 |
|
|
2023
Q4 | – | Sell |
-7,924
| Closed | -$1.49M | – | 660 |
|
|
2023
Q3 | $1.49M | Buy |
+7,924
| New | +$1.49M | 0.44% | 40 |
|
|
2023
Q2 | – | Sell |
-1,618
| Closed | -$298K | – | 556 |
|
|
2023
Q1 | $298K | Buy |
+1,618
| New | +$298K | 0.18% | 264 |
|