Portside Wealth Group’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
2,935
+8
| +0.3% | +$1.18K | 0.06% | 271 |
|
|
2025
Q1 | $460K | Sell |
2,927
-11
| -0.4% | -$1.73K | 0.07% | 238 |
|
|
2024
Q4 | $515K | Sell |
2,938
-10
| -0.3% | -$1.75K | 0.09% | 222 |
|
|
2024
Q3 | $618K | Buy |
2,948
+12
| +0.4% | +$2.52K | 0.11% | 198 |
|
|
2024
Q2 | $520K | Buy |
2,936
+19
| +0.7% | +$3.37K | 0.1% | 205 |
|
|
2024
Q1 | $693K | Sell |
2,917
-1
| -0% | -$238 | 0.13% | 172 |
|
|
2023
Q4 | $568K | Sell |
2,918
-11
| -0.4% | -$2.14K | 0.11% | 192 |
|
|
2023
Q3 | $551K | Buy |
2,929
+32
| +1% | +$6.02K | 0.1% | 183 |
|
|
2023
Q2 | $527K | Buy |
+2,897
| New | +$527K | 0.1% | 193 |
|