Raymond James Trust’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 | $508K | Buy |
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|
2024
Q2 | $422K | Sell |
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|
2024
Q1 | $576K | Sell |
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|
2023
Q4 | $478K | Sell |
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|
2023
Q3 | $469K | Sell |
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|
2023
Q2 | $455K | Buy |
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|
2023
Q1 | $451K | Buy |
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|
2022
Q4 | $383K | Sell |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $273K | Buy |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $308K | Sell |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $426K | Sell |
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|
2021
Q1 | $463K | Sell |
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|
2020
Q4 | $453K | Sell |
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|
2020
Q3 | $332K | Sell |
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|
2020
Q2 | $395K | Buy |
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|
2020
Q1 | $215K | Buy |
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|
2019
Q4 | $330K | Buy |
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|
2019
Q3 | $319K | Buy |
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|
2019
Q2 | $296K | Sell |
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|
2019
Q1 | $284K | Sell |
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|
2018
Q4 | $245K | Buy |
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|
2018
Q3 | $343K | Buy |
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|
2018
Q2 | $319K | Sell |
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|
2018
Q1 | $284K | Sell |
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|
2017
Q4 | $260K | Sell |
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|
2017
Q3 | $214K | Sell |
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|
2017
Q2 | $202K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $211K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $200K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $209K | Sell |
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|
2014
Q2 | $200K | Buy |
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