Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,694
Closed -$580K 2152
2025
Q1
$580K Buy
3,694
+1,996
+118% +$329K 0.09% 300
2024
Q4
$298K Buy
+1,698
New +$318K 0.05% 652
2024
Q2
Sell
-1,142
Closed -$271K 3885
2024
Q1
$271K Buy
+1,142
New +$246K 0.01% 2050
2023
Q3
Sell
-2,065
Closed -$376K 3791
2023
Q2
$376K Buy
2,065
+964
+88% +$171K 0.03% 1671
2023
Q1
$202K Sell
1,101
-210
-16% -$38.3K 0.02% 2083
2022
Q4
$215K Sell
1,311
-1,791
-58% -$279K 0.03% 1886
2022
Q3
$394K Buy
+3,102
New +$488K 0.06% 1313
2021
Q1
Sell
-1,810
Closed -$368K 2053
2020
Q4
$368K Buy
+1,810
New +$304K 0.08% 890

Other funds holding WEX