Spinnaker Trust’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 | $9.64M | Hold |
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|
2025
Q1 | $10.3M | Hold |
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|
2024
Q4 | $11.5M | Hold |
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|
2024
Q3 | $13.8M | Hold |
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|
2024
Q2 | $11.6M | Hold |
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|
2024
Q1 | $15.6M | Hold |
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|
2023
Q4 | $12.8M | Buy |
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|
2023
Q3 | $2.53M | Hold |
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|
2023
Q2 | $2.45M | Hold |
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|
2023
Q1 | $2.48M | Sell |
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|
2022
Q4 | $2.53M | Sell |
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|
2022
Q3 | $1.98M | Sell |
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|
2022
Q2 | $2.51M | Hold |
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|
2022
Q1 | $2.88M | Hold |
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|
2021
Q4 | $2.27M | Hold |
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|
2021
Q3 | $2.85M | Buy |
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|
2021
Q2 | $3.12M | Hold |
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|
2021
Q1 | $3.37M | Buy |
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|
2020
Q4 | $333K | Buy |
|