Steward Partners Investment Advisory’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8K | Sell |
80
-24
| -23% | -$3.53K | ﹤0.01% | 3142 |
|
|
2025
Q1 | $16.3K | Sell |
104
-387
| -79% | -$60.8K | ﹤0.01% | 2894 |
|
|
2024
Q4 | $86.1K | Buy |
491
+356
| +264% | +$62.4K | ﹤0.01% | 2055 |
|
|
2024
Q3 | $28.3K | Hold |
135
| – | – | ﹤0.01% | 2494 |
|
|
2024
Q2 | $23.9K | Sell |
135
-24
| -15% | -$4.25K | ﹤0.01% | 2446 |
|
|
2024
Q1 | $37.8K | Sell |
159
-10
| -6% | -$2.38K | ﹤0.01% | 2239 |
|
|
2023
Q4 | $32.9K | Buy |
169
+75
| +80% | +$14.6K | ﹤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% | -$1.66K | ﹤0.01% | 2313 |
|
|
2022
Q4 | $16.9K | Hold |
103
| – | – | ﹤0.01% | 2319 |
|
|
2022
Q3 | $13K | Buy |
103
+23
| +29% | +$2.9K | ﹤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% | +$4.2K | ﹤0.01% | 2486 |
|
|
2021
Q2 | $11K | Hold |
56
| – | – | ﹤0.01% | 5875 |
|
|
2021
Q1 | $11.7K | Hold |
56
| – | – | ﹤0.01% | 2716 |
|
|
2020
Q4 | $11K | Buy |
56
+16
| +40% | +$3.14K | ﹤0.01% | 2292 |
|
|
2020
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 2325 |
|
|
2020
Q2 | $7K | Sell |
40
-26
| -39% | -$4.55K | ﹤0.01% | 2185 |
|
|
2020
Q1 | $6K | Buy |
66
+40
| +154% | +$3.64K | ﹤0.01% | 2046 |
|
|
2019
Q4 | $5K | Hold |
26
| – | – | ﹤0.01% | 2261 |
|
|
2019
Q3 | $5K | Buy |
+26
| New | +$5K | ﹤0.01% | 2263 |
|
|
2018
Q4 | – | Sell |
-18
| Closed | -$4K | – | 2158 |
|
|
2018
Q3 | $4K | Buy |
+18
| New | +$4K | ﹤0.01% | 2231 |
|