Procyon Advisors’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 | $495K | Sell |
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|
2025
Q2 | $470K | Buy |
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|
2025
Q1 | $502K | Sell |
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|
2024
Q4 | $582K | Sell |
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|
2024
Q3 | $774K | Buy |
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|
2024
Q2 | $629K | Sell |
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|
2024
Q1 | $904K | Sell |
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|
2023
Q4 | $771K | Buy |
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|
2023
Q3 | $743K | Buy |
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|
2023
Q2 | $619K | Buy |
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|
2023
Q1 | $545K | Buy |
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|
2022
Q4 | $480K | Buy |
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|
2022
Q3 | $333K | Hold |
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|
2022
Q2 | $408K | Hold |
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|
2022
Q1 | $468K | Buy |
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|
2021
Q4 | $368K | Hold |
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|
2021
Q3 | $461K | Hold |
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|
2021
Q2 | $508K | Hold |
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|
2021
Q1 | $548K | Hold |
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|
2020
Q4 | $533K | Hold |
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|
2020
Q3 | $364K | Hold |
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|
2020
Q2 | $432K | Buy |
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|
2020
Q1 | $243K | Buy |
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|
2019
Q4 | $414K | Buy |
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