Principal Financial Group’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Sell |
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|
2025
Q1 | $12.7M | Sell |
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|
2024
Q4 | $16M | Sell |
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|
2024
Q3 | $20M | Sell |
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|
2024
Q2 | $24.7M | Sell |
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|
2024
Q1 | $38.3M | Buy |
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|
2023
Q4 | $30.7M | Sell |
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|
2023
Q3 | $34.2M | Buy |
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|
2023
Q2 | $32.1M | Sell |
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|
2023
Q1 | $36.2M | Buy |
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|
2022
Q4 | $28.2M | Sell |
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|
2022
Q3 | $21.9M | Sell |
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|
2022
Q2 | $27.7M | Buy |
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|
2022
Q1 | $27.2M | Sell |
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|
2021
Q4 | $21.6M | Sell |
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|
2021
Q3 | $27.4M | Sell |
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|
2021
Q2 | $30.3M | Buy |
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|
2021
Q1 | $31.8M | Buy |
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|
2020
Q4 | $26.6M | Sell |
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|
2020
Q3 | $18.2M | Sell |
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|
2020
Q2 | $22.1M | Buy |
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|
2020
Q1 | $14M | Sell |
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|
2019
Q4 | $39.5M | Sell |
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|
2019
Q3 | $38.6M | Sell |
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|
2019
Q2 | $40.6M | Buy |
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|
2019
Q1 | $37.2M | Buy |
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|
2018
Q4 | $27.1M | Sell |
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|
2018
Q3 | $39.7M | Buy |
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|
2018
Q2 | $34.8M | Buy |
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|
2018
Q1 | $27.9M | Buy |
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|
2017
Q4 | $24M | Buy |
|
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|
2017
Q3 | $18.5M | Sell |
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|
2017
Q2 | $17.2M | Buy |
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|
2017
Q1 | $16.3M | Buy |
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|
2016
Q4 | $17.2M | Buy |
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|
2016
Q3 | $16.6M | Buy |
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|
2016
Q2 | $13.2M | Buy |
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|
2016
Q1 | $10.8M | Buy |
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|
2015
Q4 | $11M | Buy |
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|
2015
Q3 | $10.5M | Sell |
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|
2015
Q2 | $13.8M | Buy |
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|
2015
Q1 | $12M | Buy |
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|
2014
Q4 | $10.5M | Buy |
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|
2014
Q3 | $11.6M | Buy |
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|
2014
Q2 | $10.6M | Sell |
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|
2014
Q1 | $9.92M | Buy |
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|
2013
Q4 | $9.73M | Sell |
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|
2013
Q3 | $8.7M | Buy |
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|
2013
Q2 | $7.42M | Buy |
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