Tortoise Investment 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 | $1.03K | Buy |
7
+1
| +17% | +$147 | ﹤0.01% | 956 |
|
|
2025
Q1 | $942 | Hold |
6
| – | – | ﹤0.01% | 754 |
|
|
2024
Q4 | $1.05K | Hold |
6
| – | – | ﹤0.01% | 792 |
|
|
2024
Q3 | $1.26K | Sell |
6
-4
| -40% | -$839 | ﹤0.01% | 795 |
|
|
2024
Q2 | $1.77K | Hold |
10
| – | – | ﹤0.01% | 781 |
|
|
2024
Q1 | $2.38K | Buy |
+10
| New | +$2.38K | ﹤0.01% | 752 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | – | – | 558 |
|
|
2020
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 609 |
|
|
2019
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 580 |
|
|
2019
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 581 |
|
|
2019
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 614 |
|
|
2019
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 609 |
|