Private Wealth Management Group’s WEX WEX Stock Holding History

Private Wealth Management Group’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
2025 Q3	$631	Hold
2025 Q2	$588	Sell
2025 Q1	$2.67K	Buy
2024 Q4	$702	Hold
2024 Q3	$839	Hold
2024 Q2	$709	Hold
2024 Q1	$951	Hold
2023 Q4	$779	Buy