Summit Trail Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Buy |
+4,495
| New | +$660K | 0.01% | 629 |
|
|
2024
Q4 | – | Sell |
-1,176
| Closed | -$247K | – | 785 |
|
|
2024
Q3 | $247K | Buy |
+1,176
| New | +$247K | 0.01% | 607 |
|
|
2018
Q1 | – | Sell |
-70
| Closed | -$11K | – | 1651 |
|
|
2017
Q4 | $11K | Buy |
+70
| New | +$11K | ﹤0.01% | 1204 |
|