Parallel Advisors’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 | $8.67K | Sell |
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|
2025
Q1 | $15.7K | Buy |
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|
2024
Q4 | $17.2K | Buy |
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|
2024
Q3 | $17.2K | Buy |
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|
2024
Q2 | $14.2K | Sell |
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|
2024
Q1 | $20.2K | Hold |
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|
2023
Q4 | $16.5K | Sell |
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|
2023
Q3 | $21.6K | Hold |
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|
2023
Q2 | $20.9K | Hold |
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|
2023
Q1 | $21.1K | Buy |
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|
2022
Q4 | $18K | Buy |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $20K | Sell |
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|
2021
Q4 | $16K | Sell |
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|
2021
Q3 | $38K | Buy |
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|
2021
Q2 | $40K | Sell |
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|
2021
Q1 | $45K | Buy |
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|
2020
Q4 | $40K | Sell |
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|
2020
Q3 | $172K | Sell |
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|
2020
Q2 | $218K | Buy |
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|
2020
Q1 | $130K | Buy |
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|
2019
Q4 | $210K | Hold |
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|
2019
Q3 | $202K | Hold |
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|
2019
Q2 | $208K | Buy |
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|
2019
Q1 | $159K | Hold |
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|
2018
Q4 | $115K | Hold |
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|
2018
Q3 | $166K | Buy |
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