Procyon Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Buy |
3,202
+3
| +0.1% | +$441 | 0.04% | 291 |
|
|
2025
Q1 | $502K | Sell |
3,199
-118
| -4% | -$18.5K | 0.03% | 368 |
|
|
2024
Q4 | $582K | Sell |
3,317
-374
| -10% | -$65.6K | 0.04% | 301 |
|
|
2024
Q3 | $774K | Buy |
3,691
+138
| +4% | +$28.9K | 0.05% | 270 |
|
|
2024
Q2 | $629K | Sell |
3,553
-254
| -7% | -$45K | 0.05% | 280 |
|
|
2024
Q1 | $904K | Sell |
3,807
-156
| -4% | -$37.1K | 0.07% | 236 |
|
|
2023
Q4 | $771K | Buy |
3,963
+13
| +0.3% | +$2.53K | 0.07% | 242 |
|
|
2023
Q3 | $743K | Buy |
3,950
+549
| +16% | +$103K | 0.08% | 238 |
|
|
2023
Q2 | $619K | Buy |
3,401
+435
| +15% | +$79.2K | 0.08% | 233 |
|
|
2023
Q1 | $545K | Buy |
2,966
+35
| +1% | +$6.44K | 0.09% | 205 |
|
|
2022
Q4 | $480K | Buy |
2,931
+308
| +12% | +$50.4K | 0.09% | 216 |
|
|
2022
Q3 | $333K | Hold |
2,623
| – | – | 0.08% | 227 |
|
|
2022
Q2 | $408K | Hold |
2,623
| – | – | 0.09% | 209 |
|
|
2022
Q1 | $468K | Buy |
2,623
+3
| +0.1% | +$535 | 0.1% | 191 |
|
|
2021
Q4 | $368K | Hold |
2,620
| – | – | 0.08% | 228 |
|
|
2021
Q3 | $461K | Hold |
2,620
| – | – | 0.12% | 166 |
|
|
2021
Q2 | $508K | Hold |
2,620
| – | – | 0.14% | 139 |
|
|
2021
Q1 | $548K | Hold |
2,620
| – | – | 0.24% | 94 |
|
|
2020
Q4 | $533K | Hold |
2,620
| – | – | 0.26% | 93 |
|
|
2020
Q3 | $364K | Hold |
2,620
| – | – | 0.2% | 116 |
|
|
2020
Q2 | $432K | Buy |
2,620
+294
| +13% | +$48.5K | 0.23% | 93 |
|
|
2020
Q1 | $243K | Buy |
2,326
+351
| +18% | +$36.7K | 0.16% | 126 |
|
|
2019
Q4 | $414K | Buy |
+1,975
| New | +$414K | 0.25% | 92 |
|