Principal Securities’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.5K | Sell |
398
-7
| -2% | -$1.03K | ﹤0.01% | 1795 |
|
|
2025
Q1 | $71K | Hold |
405
| – | – | ﹤0.01% | 1595 |
|
|
2024
Q4 | $71K | Sell |
405
-64
| -14% | -$11.2K | ﹤0.01% | 1594 |
|
|
2024
Q3 | $98.4K | Buy |
469
+267
| +132% | +$56K | ﹤0.01% | 1402 |
|
|
2024
Q2 | $35.8K | Buy |
202
+1
| +0.5% | +$177 | ﹤0.01% | 1773 |
|
|
2024
Q1 | $47.7K | Buy |
201
+42
| +26% | +$9.98K | ﹤0.01% | 1596 |
|
|
2023
Q4 | $30.9K | Buy |
+159
| New | +$30.9K | ﹤0.01% | 1704 |
|