Plante Moran Financial Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.7K | Hold |
250
| – | – | ﹤0.01% | 383 |
|
|
2025
Q1 | $39.3K | Sell |
250
-75
| -23% | -$11.8K | ﹤0.01% | 378 |
|
|
2024
Q4 | $57K | Hold |
325
| – | – | ﹤0.01% | 326 |
|
|
2024
Q3 | $68.2K | Hold |
325
| – | – | 0.01% | 341 |
|
|
2024
Q2 | $57.6K | Hold |
325
| – | – | 0.01% | 316 |
|
|
2024
Q1 | $77.2K | Buy |
+325
| New | +$77.2K | 0.01% | 280 |
|
|
2022
Q1 | – | Sell |
-18
| Closed | -$3K | – | 1042 |
|
|
2021
Q4 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 899 |
|
|
2020
Q2 | – | Sell |
-6
| Closed | -$1K | – | 887 |
|
|
2020
Q1 | $1K | Sell |
6
-13
| -68% | -$2.17K | ﹤0.01% | 710 |
|
|
2019
Q4 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 648 |
|
|
2017
Q3 | – | Sell |
-145
| Closed | -$15K | – | 870 |
|
|
2017
Q2 | $15K | Hold |
145
| – | – | 0.01% | 510 |
|
|
2017
Q1 | $15K | Hold |
145
| – | – | 0.01% | 522 |
|
|
2016
Q4 | $16K | Hold |
145
| – | – | 0.01% | 516 |
|
|
2016
Q3 | $16K | Hold |
145
| – | – | 0.01% | 530 |
|
|
2016
Q2 | $13K | Hold |
145
| – | – | 0.01% | 489 |
|
|
2016
Q1 | $12K | Sell |
145
-40
| -22% | -$3.31K | 0.01% | 463 |
|
|
2015
Q4 | $16K | Buy |
185
+40
| +28% | +$3.46K | 0.01% | 492 |
|
|
2015
Q3 | $13K | Hold |
145
| – | – | 0.01% | 446 |
|
|
2015
Q2 | $17K | Hold |
145
| – | – | 0.01% | 445 |
|
|
2015
Q1 | $16K | Hold |
145
| – | – | 0.01% | 444 |
|
|
2014
Q4 | $14K | Hold |
145
| – | – | 0.01% | 473 |
|
|
2014
Q3 | $16K | Hold |
145
| – | – | 0.01% | 447 |
|
|
2014
Q2 | $15K | Hold |
145
| – | – | 0.01% | 432 |
|
|
2014
Q1 | $14K | Hold |
145
| – | – | 0.02% | 303 |
|
|
2013
Q4 | $14K | Hold |
145
| – | – | 0.01% | 399 |
|
|
2013
Q3 | $13K | Hold |
145
| – | – | 0.01% | 356 |
|
|
2013
Q2 | $11K | Buy |
+145
| New | +$11K | 0.01% | 333 |
|