Spire Wealth 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
Q3 | $2.99K | Sell |
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|
2025
Q2 | $5.43K | Sell |
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|
2025
Q1 | $8.32K | Sell |
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|
2024
Q4 | $12.4K | Sell |
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|
2024
Q3 | $40.3K | Hold |
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|
2024
Q2 | $34K | Hold |
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|
2024
Q1 | $45.6K | Hold |
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|
2023
Q4 | $38.7K | Hold |
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|
2023
Q3 | $36.1K | Sell |
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|
2023
Q2 | $40.2K | Hold |
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|
2023
Q1 | $40.6K | Buy |
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|
2022
Q4 | $23K | Hold |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $23K | Buy |
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|
2022
Q1 | $25K | Sell |
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|
2021
Q4 | $51K | Hold |
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|
2021
Q3 | $64K | Buy |
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|
2021
Q2 | $69K | Sell |
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|
2021
Q1 | $95K | Buy |
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