Spire Wealth Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44K | Sell |
37
-16
| -30% | -$2.35K | ﹤0.01% | 1920 |
|
|
2025
Q1 | $8.32K | Sell |
53
-18
| -25% | -$2.83K | ﹤0.01% | 1890 |
|
|
2024
Q4 | $12.4K | Sell |
71
-121
| -63% | -$21.2K | ﹤0.01% | 1786 |
|
|
2024
Q3 | $40.3K | Hold |
192
| – | – | ﹤0.01% | 1203 |
|
|
2024
Q2 | $34K | Hold |
192
| – | – | ﹤0.01% | 1249 |
|
|
2024
Q1 | $45.6K | Hold |
192
| – | – | ﹤0.01% | 1248 |
|
|
2023
Q4 | $38.7K | Hold |
192
| – | – | ﹤0.01% | 1292 |
|
|
2023
Q3 | $36.1K | Sell |
192
-29
| -13% | -$5.46K | ﹤0.01% | 1292 |
|
|
2023
Q2 | $40.2K | Hold |
221
| – | – | ﹤0.01% | 1290 |
|
|
2023
Q1 | $40.6K | Buy |
221
+79
| +56% | +$14.5K | ﹤0.01% | 1282 |
|
|
2022
Q4 | $23K | Hold |
142
| – | – | ﹤0.01% | 1325 |
|
|
2022
Q3 | $18K | Sell |
142
-3
| -2% | -$380 | ﹤0.01% | 1379 |
|
|
2022
Q2 | $23K | Buy |
145
+3
| +2% | +$476 | ﹤0.01% | 1622 |
|
|
2022
Q1 | $25K | Sell |
142
-222
| -61% | -$39.1K | ﹤0.01% | 1728 |
|
|
2021
Q4 | $51K | Hold |
364
| – | – | ﹤0.01% | 1728 |
|
|
2021
Q3 | $64K | Buy |
364
+8
| +2% | +$1.41K | ﹤0.01% | 1378 |
|
|
2021
Q2 | $69K | Sell |
356
-100
| -22% | -$19.4K | ﹤0.01% | 1349 |
|
|
2021
Q1 | $95K | Buy |
+456
| New | +$95K | ﹤0.01% | 1423 |
|