Prelude Capital Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Sell |
5,006
-823
| -14% | -$121K | 0.07% | 340 |
|
|
2025
Q1 | $915K | Buy |
+5,829
| New | +$915K | 0.07% | 275 |
|
|
2021
Q1 | – | Sell |
-2,097
| Closed | -$427K | – | 1419 |
|
|
2020
Q4 | $427K | Buy |
+2,097
| New | +$427K | 0.01% | 407 |
|
|
2020
Q3 | – | Sell |
-655
| Closed | -$108K | – | 1892 |
|
|
2020
Q2 | $108K | Sell |
655
-251
| -28% | -$41.4K | 0.01% | 644 |
|
|
2020
Q1 | $95K | Buy |
906
+815
| +896% | +$85.5K | 0.01% | 367 |
|
|
2019
Q4 | $19K | Sell |
91
-234
| -72% | -$48.9K | ﹤0.01% | 1168 |
|
|
2019
Q3 | $66K | Buy |
325
+279
| +607% | +$56.7K | ﹤0.01% | 693 |
|
|
2019
Q2 | $10K | Buy |
+46
| New | +$10K | ﹤0.01% | 1019 |
|
|
2018
Q3 | – | Sell |
-2,801
| Closed | -$534K | – | 1702 |
|
|
2018
Q2 | $534K | Buy |
2,801
+301
| +12% | +$57.4K | 0.03% | 400 |
|
|
2018
Q1 | $392K | Buy |
+2,500
| New | +$392K | 0.03% | 439 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$43K | – | 1973 |
|
|
2015
Q1 | $43K | Sell |
400
-109
| -21% | -$11.7K | 0.01% | 1328 |
|
|
2014
Q4 | $50K | Buy |
+509
| New | +$50K | 0.01% | 1154 |
|