UMB Bank’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.2K | Buy |
376
+68
| +22% | +$9.99K | ﹤0.01% | 1084 |
|
|
2025
Q1 | $48.4K | Buy |
308
+47
| +18% | +$7.38K | ﹤0.01% | 1064 |
|
|
2024
Q4 | $45.8K | Buy |
261
+221
| +553% | +$38.7K | ﹤0.01% | 950 |
|
|
2024
Q3 | $8.39K | Buy |
40
+21
| +111% | +$4.4K | ﹤0.01% | 1545 |
|
|
2024
Q2 | $3.37K | Buy |
19
+4
| +27% | +$709 | ﹤0.01% | 1577 |
|
|
2024
Q1 | $3.56K | Buy |
15
+3
| +25% | +$713 | ﹤0.01% | 1423 |
|
|
2023
Q4 | $2.34K | Hold |
12
| – | – | ﹤0.01% | 1481 |
|
|
2023
Q3 | $2.26K | Buy |
+12
| New | +$2.26K | ﹤0.01% | 1515 |
|
|
2022
Q3 | – | Sell |
-13
| Closed | -$2K | – | 1993 |
|
|
2022
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 1779 |
|
|
2022
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 1856 |
|
|
2021
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 1859 |
|