Shell Asset Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
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|
2025
Q1 | $374K | Sell |
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|
2024
Q4 | $435K | Sell |
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|
2024
Q3 | $521K | Buy |
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|
2024
Q1 | $440K | Sell |
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|
2023
Q4 | $532K | Sell |
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|
2023
Q3 | $668K | Sell |
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|
2023
Q2 | $658K | Buy |
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|
2023
Q1 | $375K | Sell |
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|
2022
Q4 | $335K | Sell |
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|
2022
Q3 | $313K | Sell |
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|
2022
Q2 | $484K | Buy |
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|
2022
Q1 | $554K | Sell |
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|
2021
Q4 | $501K | Buy |
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|
2021
Q3 | $626K | Sell |
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|
2021
Q2 | $718K | Buy |
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|
2021
Q1 | $733K | Sell |
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|
2020
Q4 | $717K | Sell |
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|
2020
Q3 | $563K | Hold |
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|
2020
Q2 | $669K | Sell |
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|
2020
Q1 | $433K | Sell |
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|
2019
Q4 | $880K | Sell |
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|
2019
Q3 | $875K | Sell |
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|
2019
Q2 | $909K | Sell |
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|
2019
Q1 | $858K | Hold |
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|
2018
Q4 | $626K | Sell |
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|
2018
Q3 | $978K | Buy |
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