Raymond James Financial Services Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $338K | Buy |
1,612
+18
| +1% | +$3.78K | ﹤0.01% | 2885 |
|
|
2024
Q2 | $282K | Sell |
1,594
-378
| -19% | -$67K | ﹤0.01% | 2908 |
|
|
2024
Q1 | $468K | Buy |
1,972
+79
| +4% | +$18.8K | ﹤0.01% | 2567 |
|
|
2023
Q4 | $368K | Buy |
1,893
+94
| +5% | +$18.3K | ﹤0.01% | 2602 |
|
|
2023
Q3 | $338K | Buy |
1,799
+40
| +2% | +$7.52K | ﹤0.01% | 2562 |
|
|
2023
Q2 | $320K | Buy |
1,759
+173
| +11% | +$31.5K | ﹤0.01% | 2621 |
|
|
2023
Q1 | $292K | Sell |
1,586
-235
| -13% | -$43.2K | ﹤0.01% | 2654 |
|
|
2022
Q4 | $298K | Buy |
1,821
+92
| +5% | +$15.1K | ﹤0.01% | 2581 |
|
|
2022
Q3 | $219K | Buy |
1,729
+318
| +23% | +$40.3K | ﹤0.01% | 2791 |
|
|
2022
Q2 | $219K | Buy |
+1,411
| New | +$219K | ﹤0.01% | 2811 |
|
|
2021
Q4 | – | Sell |
-1,967
| Closed | -$346K | – | 3358 |
|
|
2021
Q3 | $346K | Sell |
1,967
-78
| -4% | -$13.7K | ﹤0.01% | 2593 |
|
|
2021
Q2 | $397K | Buy |
2,045
+103
| +5% | +$20K | ﹤0.01% | 2528 |
|
|
2021
Q1 | $406K | Sell |
1,942
-201
| -9% | -$42K | ﹤0.01% | 2428 |
|
|
2020
Q4 | $436K | Sell |
2,143
-47
| -2% | -$9.56K | ﹤0.01% | 2225 |
|
|
2020
Q3 | $304K | Buy |
2,190
+30
| +1% | +$4.16K | ﹤0.01% | 2267 |
|
|
2020
Q2 | $356K | Buy |
+2,160
| New | +$356K | ﹤0.01% | 2135 |
|
|
2020
Q1 | – | Sell |
-1,451
| Closed | -$304K | – | 2822 |
|
|
2019
Q4 | $304K | Sell |
1,451
-712
| -33% | -$149K | ﹤0.01% | 2315 |
|
|
2019
Q3 | $437K | Buy |
2,163
+1,155
| +115% | +$233K | ﹤0.01% | 1991 |
|
|
2019
Q2 | $210K | Buy |
+1,008
| New | +$210K | ﹤0.01% | 2509 |
|