Private Trust Company’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.62K | Buy |
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|
2025
Q2 | $2.35K | Hold |
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|
2025
Q1 | $2.51K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $13.8K | Sell |
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|
2024
Q2 | $11.9K | Hold |
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|
2024
Q1 | $15.9K | Sell |
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|
2023
Q4 | $14.4K | Sell |
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|
2023
Q3 | $14.1K | Hold |
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|
2023
Q2 | $13.7K | Buy |
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|
2023
Q1 | $12.1K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2K | Hold |
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|
2014
Q2 | $2K | Hold |
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|
2014
Q1 | $1K | Sell |
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|
2013
Q4 | $3K | Hold |
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|
2013
Q3 | $3K | Hold |
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|
2013
Q2 | $2K | Buy |
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