Rehmann Capital Advisory Group’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,235
| Closed | -$217K | – | 627 |
|
|
2024
Q4 | $217K | Buy |
1,235
+39
| +3% | +$6.84K | 0.01% | 563 |
|
|
2024
Q3 | $251K | Buy |
+1,196
| New | +$251K | 0.02% | 516 |
|
|
2019
Q3 | $74.2K | Sell |
367
-16
| -4% | -$3.23K | 0.01% | 518 |
|
|
2019
Q2 | $79.7K | Hold |
383
| – | – | 0.01% | 684 |
|
|
2019
Q1 | $73.5K | Sell |
383
-26
| -6% | -$4.99K | 0.01% | 685 |
|
|
2018
Q4 | $57.3K | Sell |
409
-25
| -6% | -$3.5K | 0.01% | 552 |
|
|
2018
Q3 | $87.1K | Sell |
434
-8
| -2% | -$1.61K | 0.01% | 616 |
|
|
2018
Q2 | $84.2K | Sell |
442
-2
| -0.5% | -$381 | 0.01% | 602 |
|
|
2018
Q1 | $70K | Buy |
+444
| New | +$70K | 0.01% | 655 |
|