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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.7M | Buy |
76,507
+2,753
| +4% | +$430K | 0.01% | 1243 |
|
|
2025
Q4 | $11M | Sell |
73,754
-2,369
| -3% | -$357K | 0.01% | 1258 |
|
|
2025
Q3 | $12M | Sell |
76,123
-1,577
| -2% | -$261K | 0.01% | 1181 |
|
|
2025
Q2 | $11.4M | Sell |
77,700
-3,045
| -4% | -$409K | 0.01% | 1183 |
|
|
2025
Q1 | $12.7M | Sell |
80,745
-10,587
| -12% | -$1.74M | 0.01% | 1132 |
|
|
2024
Q4 | $16M | Sell |
91,332
-3,878
| -4% | -$727K | 0.01% | 1003 |
|
|
2024
Q3 | $20M | Sell |
95,210
-44,366
| -32% | -$8.27M | 0.01% | 842 |
|
|
2024
Q2 | $24.7M | Sell |
139,576
-21,690
| -13% | -$4.42M | 0.01% | 739 |
|
|
2024
Q1 | $38.3M | Buy |
161,266
+3,532
| +2% | +$760K | 0.02% | 571 |
|
|
2023
Q4 | $30.7M | Sell |
157,734
-23,852
| -13% | -$4.33M | 0.02% | 628 |
|
|
2023
Q3 | $34.2M | Buy |
181,586
+5,494
| +3% | +$1.06M | 0.02% | 537 |
|
|
2023
Q2 | $32.1M | Sell |
176,092
-20,966
| -11% | -$3.71M | 0.02% | 585 |
|
|
2023
Q1 | $36.2M | Buy |
197,058
+25,004
| +15% | +$4.55M | 0.03% | 534 |
|
|
2022
Q4 | $28.2M | Sell |
172,054
-392
| -0.2% | -$61K | 0.02% | 627 |
|
|
2022
Q3 | $21.9M | Sell |
172,446
-5,762
| -3% | -$906K | 0.02% | 711 |
|
|
2022
Q2 | $27.7M | Buy |
178,208
+25,768
| +17% | +$4.22M | 0.02% | 629 |
|
|
2022
Q1 | $27.2M | Sell |
152,440
-1,092
| -0.7% | -$178K | 0.02% | 719 |
|
|
2021
Q4 | $21.6M | Sell |
153,532
-2,070
| -1% | -$316K | 0.01% | 900 |
|
|
2021
Q3 | $27.4M | Sell |
155,602
-862
| -0.6% | -$157K | 0.02% | 702 |
|
|
2021
Q2 | $30.3M | Buy |
156,464
+4,406
| +3% | +$903K | 0.02% | 672 |
|
|
2021
Q1 | $31.8M | Buy |
152,058
+21,177
| +16% | +$4.47M | 0.02% | 615 |
|
|
2020
Q4 | $26.6M | Sell |
130,881
-87
| -0.1% | -$14.6K | 0.02% | 613 |
|
|
2020
Q3 | $18.2M | Sell |
130,968
-2,880
| -2% | -$451K | 0.02% | 714 |
|
|
2020
Q2 | $22.1M | Buy |
133,848
+119
| +0.1% | +$16.3K | 0.02% | 602 |
|
|
2020
Q1 | $14M | Sell |
133,729
-54,964
| -29% | -$10.3M | 0.02% | 710 |
|
|
2019
Q4 | $39.5M | Sell |
188,693
-2,460
| -1% | -$493K | 0.03% | 464 |
|
|
2019
Q3 | $38.6M | Sell |
191,153
-3,851
| -2% | -$798K | 0.03% | 461 |
|
|
2019
Q2 | $40.6M | Buy |
195,004
+1,024
| +0.5% | +$206K | 0.04% | 447 |
|
|
2019
Q1 | $37.2M | Buy |
193,980
+331
| +0.2% | +$55.9K | 0.03% | 470 |
|
|
2018
Q4 | $27.1M | Sell |
193,649
-4,238
| -2% | -$698K | 0.03% | 548 |
|
|
2018
Q3 | $39.7M | Buy |
197,887
+15,227
| +8% | +$2.92M | 0.04% | 498 |
|
|
2018
Q2 | $34.8M | Buy |
182,660
+4,611
| +3% | +$804K | 0.03% | 519 |
|
|
2018
Q1 | $27.9M | Buy |
178,049
+7,891
| +5% | +$1.19M | 0.03% | 604 |
|
|
2017
Q4 | $24M | Buy |
170,158
+5,647
| +3% | +$707K | 0.02% | 697 |
|
|
2017
Q3 | $18.5M | Sell |
164,511
-278
| -0.2% | -$30.1K | 0.02% | 836 |
|
|
2017
Q2 | $17.2M | Buy |
164,789
+6,909
| +4% | +$711K | 0.02% | 866 |
|
|
2017
Q1 | $16.3M | Buy |
157,880
+3,641
| +2% | +$404K | 0.02% | 860 |
|
|
2016
Q4 | $17.2M | Buy |
154,239
+599
| +0.4% | +$64.8K | 0.02% | 800 |
|
|
2016
Q3 | $16.6M | Buy |
153,640
+5,266
| +4% | +$516K | 0.02% | 780 |
|
|
2016
Q2 | $13.2M | Buy |
148,374
+18,420
| +14% | +$1.64M | 0.02% | 865 |
|
|
2016
Q1 | $10.8M | Buy |
129,954
+5,973
| +5% | +$432K | 0.02% | 947 |
|
|
2015
Q4 | $11M | Buy |
123,981
+3,112
| +3% | +$282K | 0.02% | 897 |
|
|
2015
Q3 | $10.5M | Sell |
120,869
-24
| -0% | -$2.39K | 0.02% | 897 |
|
|
2015
Q2 | $13.8M | Buy |
120,893
+8,800
| +8% | +$999K | 0.02% | 779 |
|
|
2015
Q1 | $12M | Buy |
112,093
+5,491
| +5% | +$554K | 0.02% | 849 |
|
|
2014
Q4 | $10.5M | Buy |
106,602
+1,242
| +1% | +$132K | 0.02% | 918 |
|
|
2014
Q3 | $11.6M | Buy |
105,360
+4,524
| +4% | +$497K | 0.02% | 804 |
|
|
2014
Q2 | $10.6M | Sell |
100,836
-3,552
| -3% | -$339K | 0.02% | 898 |
|
|
2014
Q1 | $9.92M | Buy |
104,388
+6,156
| +6% | +$564K | 0.02% | 928 |
|
|
2013
Q4 | $9.73M | Sell |
98,232
-917
| -0.9% | -$86.1K | 0.02% | 911 |
|
|
2013
Q3 | $8.7M | Buy |
99,149
+2,390
| +2% | +$202K | 0.02% | 899 |
|
|
2013
Q2 | $7.42M | Buy |
+96,759
| New | +$7.18M | 0.02% | 945 |
|
Other funds holding WEX
PCM
IC
VCM
VPM
