Private Wealth Management Group’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588 | Sell |
4
-13
| -76% | -$1.91K | ﹤0.01% | 1395 |
|
|
2025
Q1 | $2.67K | Buy |
17
+13
| +325% | +$2.04K | ﹤0.01% | 959 |
|
|
2024
Q4 | $702 | Hold |
4
| – | – | ﹤0.01% | 1379 |
|
|
2024
Q3 | $839 | Hold |
4
| – | – | ﹤0.01% | 1332 |
|
|
2024
Q2 | $709 | Hold |
4
| – | – | ﹤0.01% | 1370 |
|
|
2024
Q1 | $951 | Hold |
4
| – | – | ﹤0.01% | 1278 |
|
|
2023
Q4 | $779 | Buy |
+4
| New | +$779 | ﹤0.01% | 1355 |
|