Raymond James Financial Services Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $338K | Buy |
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|
2024
Q2 | $282K | Sell |
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|
2024
Q1 | $468K | Buy |
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|
2023
Q4 | $368K | Buy |
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|
2023
Q3 | $338K | Buy |
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|
2023
Q2 | $320K | Buy |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | $219K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $346K | Sell |
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|
2021
Q2 | $397K | Buy |
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|
2021
Q1 | $406K | Sell |
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|
2020
Q4 | $436K | Sell |
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|
2020
Q3 | $304K | Buy |
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|
2020
Q2 | $356K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $304K | Sell |
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|
2019
Q3 | $437K | Buy |
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|
2019
Q2 | $210K | Buy |
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