Petrus Trust Company’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,844
| Closed | -$447K | – | 756 |
|
|
2025
Q1 | $447K | Buy |
+2,844
| New | +$447K | 0.04% | 247 |
|
|
2024
Q4 | – | Sell |
-1,899
| Closed | -$398K | – | 757 |
|
|
2024
Q3 | $398K | Buy |
1,899
+476
| +33% | +$99.8K | 0.04% | 315 |
|
|
2024
Q2 | $252K | Hold |
1,423
| – | – | 0.02% | 487 |
|
|
2024
Q1 | $338K | Hold |
1,423
| – | – | 0.03% | 385 |
|
|
2023
Q4 | $277K | Buy |
+1,423
| New | +$277K | 0.03% | 475 |
|