Oppenheimer Asset Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Sell |
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|
2025
Q1 | $2.4M | Buy |
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|
2024
Q4 | $2.42M | Sell |
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|
2024
Q3 | $2.99M | Buy |
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|
2024
Q2 | $647K | Sell |
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|
2024
Q1 | $989K | Buy |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $232K | Sell |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $229K | Sell |
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|
2022
Q1 | $266K | Sell |
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|
2021
Q4 | $233K | Sell |
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|
2021
Q3 | $2.32M | Buy |
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|
2021
Q2 | $1.72M | Buy |
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|
2021
Q1 | $1.79M | Buy |
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|
2020
Q4 | $1.57M | Buy |
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|
2020
Q3 | $826K | Sell |
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|
2020
Q2 | $1.03M | Buy |
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|
2020
Q1 | $364K | Sell |
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|
2019
Q4 | $2.29M | Buy |
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|
2019
Q3 | $778K | Sell |
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|
2019
Q2 | $824K | Buy |
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|
2019
Q1 | $757K | Sell |
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|
2018
Q4 | $625K | Buy |
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|
2018
Q3 | $771K | Sell |
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|
2018
Q2 | $771K | Sell |
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|
2018
Q1 | $686K | Sell |
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|
2017
Q4 | $524K | Hold |
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|
2017
Q3 | $524K | Sell |
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|
2017
Q2 | $502K | Buy |
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|
2017
Q1 | $460K | Buy |
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