Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$362K Sell
2,364
-3,057
-56% -$478K 0.04% 552
2025
Q4
$808K Buy
5,421
+1,496
+38% +$225K 0.09% 149
2025
Q3
$618K Buy
3,925
+3,765
+2,353% +$623K 0.07% 214
2025
Q2
$23.5K Sell
160
-518
-76% -$69.6K ﹤0.01% 1689
2025
Q1
$106K Buy
678
+476
+236% +$78.4K 0.01% 1160
2024
Q4
$35.4K Buy
+202
New +$37.9K ﹤0.01% 1490
2024
Q2
Sell
-446
Closed -$106K 1895
2024
Q1
$106K Buy
+446
New +$96K 0.02% 969
2023
Q3
Sell
-211
Closed -$38.4K 1839
2023
Q2
$38.4K Buy
+211
New +$37.4K 0.01% 1224

Other funds holding WEX