Quantinno Capital Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.2M | Buy |
62,611
+35,060
| +127% | +$5.15M | 0.04% | 563 |
|
2025
Q1 | $4.33M | Buy |
27,551
+14,646
| +113% | +$2.3M | 0.03% | 712 |
|
2024
Q4 | $2.26M | Sell |
12,905
-963
| -7% | -$169K | 0.02% | 802 |
|
2024
Q3 | $2.91M | Buy |
13,868
+2,286
| +20% | +$479K | 0.04% | 591 |
|
2024
Q2 | $2.05M | Buy |
11,582
+355
| +3% | +$62.9K | 0.04% | 561 |
|
2024
Q1 | $2.67M | Buy |
11,227
+268
| +2% | +$63.7K | 0.06% | 395 |
|
2023
Q4 | $2.13M | Sell |
10,959
-4,484
| -29% | -$872K | 0.07% | 340 |
|
2023
Q3 | $2.91M | Buy |
15,443
+885
| +6% | +$166K | 0.13% | 179 |
|
2023
Q2 | $2.65M | Sell |
14,558
-89
| -0.6% | -$16.2K | 0.15% | 155 |
|
2023
Q1 | $2.69M | Buy |
14,647
+80
| +0.5% | +$14.7K | 0.18% | 114 |
|
2022
Q4 | $2.38M | Buy |
14,567
+8,401
| +136% | +$1.37M | 0.18% | 136 |
|
2022
Q3 | $783K | Buy |
6,166
+568
| +10% | +$72.1K | 0.1% | 263 |
|
2022
Q2 | $871K | Buy |
5,598
+432
| +8% | +$67.2K | 0.13% | 207 |
|
2022
Q1 | $922K | Buy |
5,166
+537
| +12% | +$95.8K | 0.14% | 186 |
|
2021
Q4 | $650K | Buy |
+4,629
| New | +$650K | 0.12% | 207 |
|
2020
Q4 | – | Sell |
-2,283
| Closed | -$317K | – | 431 |
|
2020
Q3 | $317K | Hold |
2,283
| – | – | 0.21% | 252 |
|
2020
Q2 | $377K | Buy |
+2,283
| New | +$377K | 0.37% | 90 |
|
2020
Q1 | – | Sell |
-2,319
| Closed | -$486K | – | 569 |
|
2019
Q4 | $486K | Buy |
+2,319
| New | +$486K | 0.31% | 111 |
|
2019
Q1 | – | Sell |
-2,942
| Closed | -$412K | – | 479 |
|
2018
Q4 | $412K | Buy |
+2,942
| New | +$412K | 0.34% | 99 |
|