Summit Securities Group’s WEX WEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1	Closed	-$157	–	1305
2025 Q1	$157	Sell	1 -99	-99%	-$15.5K	﹤0.01%	603
2024 Q4	$17.5K	Buy	+100	New	+$17.5K	﹤0.01%	278
2024 Q3	–	Sell	-1	Closed	–	–	777
2024 Q2	$0	Buy	+1	New	–	﹤0.01%	687