Pathstone Family Office’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.23M | Buy |
|
|||||
|
2023
Q2 | $996K | Buy |
|
|||||
|
2023
Q1 | $975K | Sell |
|
|||||
|
2022
Q4 | $1.85M | Buy |
|
|||||
|
2022
Q3 | $1.42M | Buy |
|
|||||
|
2022
Q2 | $765K | Buy |
|
|||||
|
2022
Q1 | $938K | Buy |
|
|||||
|
2021
Q4 | $543K | Sell |
|
|||||
|
2021
Q3 | $937K | Sell |
|
|||||
|
2021
Q2 | $1.04M | Buy |
|
|||||
|
2021
Q1 | $778K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $15K | Hold |
|
|||||
|
2019
Q1 | $14K | Hold |
|
|||||
|
2018
Q4 | $10K | Buy |
|