Truist Financial’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
2,725
+219
| +9% | +$32.2K | ﹤0.01% | 2034 |
|
|
2025
Q1 | $393K | Buy |
2,506
+227
| +10% | +$35.6K | ﹤0.01% | 1983 |
|
|
2024
Q4 | $400K | Sell |
2,279
-461
| -17% | -$80.8K | ﹤0.01% | 1988 |
|
|
2024
Q3 | $575K | Sell |
2,740
-203
| -7% | -$42.6K | ﹤0.01% | 1778 |
|
|
2024
Q2 | $521K | Buy |
2,943
+510
| +21% | +$90.3K | ﹤0.01% | 1943 |
|
|
2024
Q1 | $578K | Buy |
2,433
+734
| +43% | +$174K | ﹤0.01% | 1877 |
|
|
2023
Q4 | $331K | Sell |
1,699
-578
| -25% | -$112K | ﹤0.01% | 2239 |
|
|
2023
Q3 | $428K | Sell |
2,277
-481
| -17% | -$90.5K | ﹤0.01% | 1994 |
|
|
2023
Q2 | $502K | Sell |
2,758
-124
| -4% | -$22.6K | ﹤0.01% | 1934 |
|
|
2023
Q1 | $530K | Sell |
2,882
-134
| -4% | -$24.6K | ﹤0.01% | 1937 |
|
|
2022
Q4 | $494K | Buy |
3,016
+1,074
| +55% | +$176K | ﹤0.01% | 1960 |
|
|
2022
Q3 | $247K | Buy |
1,942
+248
| +15% | +$31.5K | ﹤0.01% | 2178 |
|
|
2022
Q2 | $263K | Buy |
1,694
+538
| +47% | +$83.5K | ﹤0.01% | 2284 |
|
|
2022
Q1 | $206K | Buy |
+1,156
| New | +$206K | ﹤0.01% | 2507 |
|
|
2021
Q4 | – | Sell |
-1,362
| Closed | -$240K | – | 2804 |
|
|
2021
Q3 | $240K | Buy |
1,362
+13
| +1% | +$2.29K | ﹤0.01% | 2438 |
|
|
2021
Q2 | $262K | Buy |
+1,349
| New | +$262K | ﹤0.01% | 2418 |
|
|
2020
Q4 | – | Sell |
-4,808
| Closed | -$668K | – | 2608 |
|
|
2020
Q3 | $668K | Buy |
4,808
+676
| +16% | +$93.9K | ﹤0.01% | 1559 |
|
|
2020
Q2 | $682K | Buy |
4,132
+328
| +9% | +$54.1K | ﹤0.01% | 1447 |
|
|
2020
Q1 | $398K | Sell |
3,804
-2,547
| -40% | -$266K | ﹤0.01% | 1666 |
|
|
2019
Q4 | $1.33M | Buy |
+6,351
| New | +$1.33M | ﹤0.01% | 1304 |
|