United Services Automobile Association’s WEX WEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,585	Closed	-$400K	–	1012
2025 Q1	$400K	Buy	+2,585	New	+$426K	0.01%	662
2019 Q3	–	Sell	-148,848	Closed	-$31M	–	1729
2019 Q2	$31M	Sell	148,848 -2,087	-1%	-$420K	0.08%	290
2019 Q1	$29M	Sell	150,935 -4,109	-3%	-$694K	0.07%	290
2018 Q4	$21.7M	Buy	155,044 +12,969	+9%	+$2.13M	0.06%	312
2018 Q3	$28.5M	Sell	142,075 -23,252	-14%	-$4.46M	0.07%	291
2018 Q2	$31.5M	Sell	165,327 -4,970	-3%	-$867K	0.08%	260
2018 Q1	$26.7M	Buy	170,297 +2,915	+2%	+$438K	0.07%	287
2017 Q4	$23.6M	Hold	167,382	–	–	0.06%	322
2017 Q3	$18.8M	Buy	167,382 +42,040	+34%	+$4.56M	0.06%	346
2017 Q2	$13.1M	Buy	125,342 +22,911	+22%	+$2.36M	0.04%	432
2017 Q1	$10.6M	Sell	102,431 -12,230	-11%	-$1.36M	0.03%	515
2016 Q4	$12.8M	Sell	114,661 -5,428	-5%	-$587K	0.04%	439
2016 Q3	$13M	Buy	120,089 +29,543	+33%	+$2.89M	0.04%	420
2016 Q2	$8.03M	Buy	90,546 +2,002	+2%	+$179K	0.03%	560
2016 Q1	$7.38M	Buy	88,544 +4,257	+5%	+$308K	0.03%	577
2015 Q4	$7.45M	Hold	84,287	–	–	0.03%	572
2015 Q3	$7.32M	Buy	84,287 +6,095	+8%	+$607K	0.03%	564
2015 Q2	$8.91M	Buy	78,192 +9,468	+14%	+$1.07M	0.03%	535
2015 Q1	$7.38M	Buy	68,724 +6,804	+11%	+$686K	0.03%	605
2014 Q4	$6.13M	Buy	61,920 +33,080	+115%	+$3.52M	0.02%	648
2014 Q3	$3.18M	Buy	28,840 +18,160	+170%	+$2M	0.01%	818
2014 Q2	$1.12M	Sell	10,680 -4,055	-28%	-$387K	﹤0.01%	1070
2014 Q1	$1.4M	Buy	14,735 +3,945	+37%	+$361K	0.01%	1016
2013 Q4	$1.07M	Buy	+10,790	New	+$1.01M	﹤0.01%	1073