Snowden Capital Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
1,775
-244
| -12% | -$35.8K | 0.01% | 1060 |
|
|
2025
Q1 | $317K | Buy |
2,019
+43
| +2% | +$6.75K | 0.01% | 955 |
|
|
2024
Q4 | $346K | Sell |
1,976
-195
| -9% | -$34.2K | 0.01% | 922 |
|
|
2024
Q3 | $455K | Buy |
2,171
+871
| +67% | +$183K | 0.01% | 814 |
|
|
2024
Q2 | $230K | Buy |
1,300
+76
| +6% | +$13.5K | 0.01% | 1083 |
|
|
2024
Q1 | $291K | Sell |
1,224
-67
| -5% | -$15.9K | 0.01% | 967 |
|
|
2023
Q4 | $251K | Buy |
1,291
+70
| +6% | +$13.6K | 0.01% | 988 |
|
|
2023
Q3 | $230K | Sell |
1,221
-36
| -3% | -$6.77K | 0.01% | 962 |
|
|
2023
Q2 | $229K | Buy |
1,257
+79
| +7% | +$14.4K | 0.01% | 1055 |
|
|
2023
Q1 | $217K | Buy |
+1,178
| New | +$217K | 0.01% | 1053 |
|
|
2022
Q4 | – | Sell |
-2,454
| Closed | -$311K | – | 1177 |
|
|
2022
Q3 | $311K | Buy |
2,454
+146
| +6% | +$18.5K | 0.01% | 879 |
|
|
2022
Q2 | $359K | Buy |
2,308
+112
| +5% | +$17.4K | 0.02% | 784 |
|
|
2022
Q1 | $391K | Buy |
2,196
+979
| +80% | +$174K | 0.02% | 718 |
|
|
2021
Q4 | $170K | Sell |
1,217
-952
| -44% | -$133K | 0.01% | 703 |
|
|
2021
Q3 | $382K | Buy |
2,169
+20
| +0.9% | +$3.52K | 0.02% | 611 |
|
|
2021
Q2 | $417K | Buy |
2,149
+14
| +0.7% | +$2.72K | 0.02% | 600 |
|
|
2021
Q1 | $447K | Buy |
2,135
+9
| +0.4% | +$1.88K | 0.03% | 523 |
|
|
2020
Q4 | $433K | Buy |
2,126
+54
| +3% | +$11K | 0.03% | 462 |
|
|
2020
Q3 | $288K | Buy |
+2,072
| New | +$288K | 0.02% | 474 |
|