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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8K | Sell |
|
|||||
|
2025
Q1 | $16.3K | Sell |
|
|||||
|
2024
Q4 | $86.1K | Buy |
|
|||||
|
2024
Q3 | $28.3K | Hold |
|
|||||
|
2024
Q2 | $23.9K | Sell |
|
|||||
|
2024
Q1 | $37.8K | Sell |
|
|||||
|
2023
Q4 | $32.9K | Buy |
|
|||||
|
2023
Q3 | $17.7K | Hold |
|
|||||
|
2023
Q2 | $17.1K | Hold |
|
|||||
|
2023
Q1 | $17.3K | Sell |
|
|||||
|
2022
Q4 | $16.9K | Hold |
|
|||||
|
2022
Q3 | $13K | Buy |
|
|||||
|
2022
Q2 | $12K | Hold |
|
|||||
|
2022
Q1 | $14K | Hold |
|
|||||
|
2021
Q4 | $11K | Hold |
|
|||||
|
2021
Q3 | $14K | Buy |
|
|||||
|
2021
Q2 | $11K | Hold |
|
|||||
|
2021
Q1 | $11.7K | Hold |
|
|||||
|
2020
Q4 | $11K | Buy |
|
|||||
|
2020
Q3 | $6K | Hold |
|
|||||
|
2020
Q2 | $7K | Sell |
|
|||||
|
2020
Q1 | $6K | Buy |
|
|||||
|
2019
Q4 | $5K | Hold |
|
|||||
|
2019
Q3 | $5K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $4K | Buy |
|