Pathstone Holdings’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Sell |
3,090
-512
| -14% | -$75.2K | ﹤0.01% | 1757 |
|
|
2025
Q1 | $566K | Sell |
3,602
-3,890
| -52% | -$611K | ﹤0.01% | 1660 |
|
|
2024
Q4 | $1.31M | Sell |
7,492
-460
| -6% | -$80.6K | 0.01% | 1205 |
|
|
2024
Q3 | $1.67M | Sell |
7,952
-184
| -2% | -$38.6K | 0.01% | 1088 |
|
|
2024
Q2 | $1.44M | Buy |
8,136
+68
| +0.8% | +$12K | 0.01% | 1100 |
|
|
2024
Q1 | $1.92M | Buy |
8,068
+345
| +4% | +$81.9K | 0.01% | 926 |
|
|
2023
Q4 | $1.5M | Buy |
+7,723
| New | +$1.5M | 0.01% | 850 |
|