SAG
SageView Advisory Group’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
1,704
+24
| +1% | +$4.22K | 0.01% | 489 |
|
|
2025
Q1 | $264K | Buy |
1,680
+71
| +4% | +$11.1K | 0.01% | 504 |
|
|
2024
Q4 | $282K | Sell |
1,609
-10
| -0.6% | -$1.75K | 0.01% | 479 |
|
|
2024
Q3 | $340K | Buy |
+1,619
| New | +$340K | 0.02% | 360 |
|
|
2024
Q2 | – | Sell |
-15,603
| Closed | -$904K | – | 804 |
|
|
2024
Q1 | $904K | Buy |
15,603
+14,608
| +1,468% | +$847K | 0.05% | 214 |
|
|
2023
Q4 | $209K | Sell |
995
-571
| -36% | -$120K | 0.01% | 602 |
|
|
2023
Q3 | $295K | Buy |
1,566
+50
| +3% | +$9.41K | 0.02% | 429 |
|
|
2023
Q2 | $276K | Buy |
1,516
+68
| +5% | +$12.4K | 0.02% | 464 |
|
|
2023
Q1 | $266K | Buy |
1,448
+50
| +4% | +$9.2K | 0.02% | 403 |
|
|
2022
Q4 | $229K | Buy |
+1,398
| New | +$229K | 0.02% | 380 |
|