Trust Company of Vermont’s WEX WEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.06K | Hold |
14
| – | – | ﹤0.01% | 1002 |
|
2025
Q1 | $2.2K | Sell |
14
-1,410
| -99% | -$221K | ﹤0.01% | 933 |
|
2024
Q4 | $250K | Buy |
1,424
+1,005
| +240% | +$176K | 0.01% | 316 |
|
2024
Q3 | $87.9K | Sell |
419
-111
| -21% | -$23.3K | ﹤0.01% | 428 |
|
2024
Q2 | $93.9K | Buy |
+530
| New | +$93.9K | 0.01% | 411 |
|
2017
Q3 | – | Sell |
-27
| Closed | -$3K | – | 988 |
|
2017
Q2 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 895 |
|