PTC
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Private Trust Company’s WEX WEX Stock Holding History

Private Trust Company’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.52K Hold
23
– – ﹤0.01% 2280
2025
Q4 		$3.43K Hold
23
– – ﹤0.01% 2258
2025
Q3 		$3.62K Buy
23
+7
+44% +$1.16K ﹤0.01% 2232
2025
Q2 		$2.35K Hold
16
– – ﹤0.01% 2234
2025
Q1 		$2.51K Buy
+16
New +$2.63K ﹤0.01% 2219
2024
Q4 		– Sell
-66
Closed -$13.8K – 2419
2024
Q3 		$13.8K Sell
66
-1
-1% -$186 ﹤0.01% 1605
2024
Q2 		$11.9K Hold
67
– – ﹤0.01% 1631
2024
Q1 		$15.9K Sell
67
-7
-9% -$1.51K ﹤0.01% 1511
2023
Q4 		$14.4K Sell
74
-1
-1% -$181 ﹤0.01% 1523
2023
Q3 		$14.1K Hold
75
– – ﹤0.01% 1471
2023
Q2 		$13.7K Buy
75
+9
+14% +$1.59K ﹤0.01% 1509
2023
Q1 		$12.1K Buy
+66
New +$12K ﹤0.01% 1502
2014
Q4 		– Sell
-15
Closed -$2K – 1179
2014
Q3 		$2K Hold
15
– – ﹤0.01% 1625
2014
Q2 		$2K Hold
15
– – ﹤0.01% 1626
2014
Q1 		$1K Sell
15
-15
-50% -$1.37K ﹤0.01% 1692
2013
Q4 		$3K Hold
30
– – ﹤0.01% 1367
2013
Q3 		$3K Hold
30
– – ﹤0.01% 1312
2013
Q2 		$2K Buy
+30
New +$2.23K ﹤0.01% 1393

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