Steward Partners Investment Advisory’s WEX WEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.7K	Buy	233 +133	+133%	+$20.8K	﹤0.01%	2950
2025 Q4	$14.9K	Hold	100	–	–	﹤0.01%	3264
2025 Q3	$15.8K	Buy	100 +20	+25%	+$3.31K	﹤0.01%	3194
2025 Q2	$11.8K	Sell	80 -24	-23%	-$3.22K	﹤0.01%	3142
2025 Q1	$16.3K	Sell	104 -387	-79%	-$63.7K	﹤0.01%	2894
2024 Q4	$86.1K	Buy	491 +356	+264%	+$66.8K	﹤0.01%	2055
2024 Q3	$28.3K	Hold	135	–	–	﹤0.01%	2494
2024 Q2	$23.9K	Sell	135 -24	-15%	-$4.89K	﹤0.01%	2446
2024 Q1	$37.8K	Sell	159 -10	-6%	-$2.15K	﹤0.01%	2239
2023 Q4	$32.9K	Buy	169 +75	+80%	+$13.6K	﹤0.01%	2149
2023 Q3	$17.7K	Hold	94	–	–	﹤0.01%	2367
2023 Q2	$17.1K	Hold	94	–	–	﹤0.01%	2361
2023 Q1	$17.3K	Sell	94 -9	-9%	-$1.64K	﹤0.01%	2313
2022 Q4	$16.9K	Hold	103	–	–	﹤0.01%	2319
2022 Q3	$13K	Buy	103 +23	+29%	+$3.62K	﹤0.01%	2426
2022 Q2	$12K	Hold	80	–	–	﹤0.01%	2469
2022 Q1	$14K	Hold	80	–	–	﹤0.01%	2535
2021 Q4	$11K	Hold	80	–	–	﹤0.01%	2573
2021 Q3	$14K	Buy	80 +24	+43%	+$4.37K	﹤0.01%	2486
2021 Q2	$11K	Hold	56	–	–	﹤0.01%	5878
2021 Q1	$11.7K	Hold	56	–	–	﹤0.01%	2716
2020 Q4	$11K	Buy	56 +16	+40%	+$2.69K	﹤0.01%	2292
2020 Q3	$6K	Hold	40	–	–	﹤0.01%	2325
2020 Q2	$7K	Sell	40 -26	-39%	-$3.57K	﹤0.01%	2185
2020 Q1	$6K	Buy	66 +40	+154%	+$7.47K	﹤0.01%	2047
2019 Q4	$5K	Hold	26	–	–	﹤0.01%	2261
2019 Q3	$5K	Buy	+26	New	+$5.39K	﹤0.01%	2263
2018 Q4	–	Sell	-18	Closed	-$4K	–	2159
2018 Q3	$4K	Buy	+18	New	+$3.45K	﹤0.01%	2231