TFC Financial Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147 | Buy |
+1
| New | +$147 | ﹤0.01% | 831 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$176 | – | 1058 |
|
|
2024
Q4 | $176 | Hold |
1
| – | – | ﹤0.01% | 747 |
|
|
2024
Q3 | $210 | Buy |
+1
| New | +$210 | ﹤0.01% | 741 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$238 | – | 1109 |
|
|
2024
Q1 | $238 | Buy |
+1
| New | +$238 | ﹤0.01% | 714 |
|