Parallel Advisors’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.67K | Sell |
59
-41
| -41% | -$6.02K | ﹤0.01% | 2507 |
|
|
2025
Q1 | $15.7K | Buy |
100
+2
| +2% | +$314 | ﹤0.01% | 2242 |
|
|
2024
Q4 | $17.2K | Buy |
98
+16
| +20% | +$2.81K | ﹤0.01% | 2188 |
|
|
2024
Q3 | $17.2K | Buy |
82
+2
| +3% | +$419 | ﹤0.01% | 2158 |
|
|
2024
Q2 | $14.2K | Sell |
80
-5
| -6% | -$886 | ﹤0.01% | 2154 |
|
|
2024
Q1 | $20.2K | Hold |
85
| – | – | ﹤0.01% | 1975 |
|
|
2023
Q4 | $16.5K | Sell |
85
-30
| -26% | -$5.84K | ﹤0.01% | 2059 |
|
|
2023
Q3 | $21.6K | Hold |
115
| – | – | ﹤0.01% | 1795 |
|
|
2023
Q2 | $20.9K | Hold |
115
| – | – | ﹤0.01% | 1825 |
|
|
2023
Q1 | $21.1K | Buy |
115
+5
| +5% | +$919 | ﹤0.01% | 1804 |
|
|
2022
Q4 | $18K | Buy |
110
+11
| +11% | +$1.8K | ﹤0.01% | 1756 |
|
|
2022
Q3 | $13K | Sell |
99
-14
| -12% | -$1.84K | ﹤0.01% | 1880 |
|
|
2022
Q2 | $18K | Hold |
113
| – | – | ﹤0.01% | 1713 |
|
|
2022
Q1 | $20K | Sell |
113
-1
| -0.9% | -$177 | ﹤0.01% | 1716 |
|
|
2021
Q4 | $16K | Sell |
114
-104
| -48% | -$14.6K | ﹤0.01% | 1901 |
|
|
2021
Q3 | $38K | Buy |
218
+13
| +6% | +$2.27K | ﹤0.01% | 1394 |
|
|
2021
Q2 | $40K | Sell |
205
-11
| -5% | -$2.15K | ﹤0.01% | 1337 |
|
|
2021
Q1 | $45K | Buy |
216
+20
| +10% | +$4.17K | ﹤0.01% | 1217 |
|
|
2020
Q4 | $40K | Sell |
196
-1,044
| -84% | -$213K | ﹤0.01% | 1189 |
|
|
2020
Q3 | $172K | Sell |
1,240
-83
| -6% | -$11.5K | 0.01% | 600 |
|
|
2020
Q2 | $218K | Buy |
1,323
+79
| +6% | +$13K | 0.01% | 514 |
|
|
2020
Q1 | $130K | Buy |
1,244
+243
| +24% | +$25.4K | 0.01% | 582 |
|
|
2019
Q4 | $210K | Hold |
1,001
| – | – | 0.02% | 493 |
|
|
2019
Q3 | $202K | Hold |
1,001
| – | – | 0.02% | 465 |
|
|
2019
Q2 | $208K | Buy |
1,001
+175
| +21% | +$36.4K | 0.02% | 425 |
|
|
2019
Q1 | $159K | Hold |
826
| – | – | 0.02% | 476 |
|
|
2018
Q4 | $115K | Hold |
826
| – | – | 0.02% | 486 |
|
|
2018
Q3 | $166K | Buy |
+826
| New | +$166K | 0.02% | 440 |
|