Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-9,630
Closed -$1.41M 5291
2025
Q2
$1.41M Buy
+9,630
New +$1.29M 0.01% 1776
2024
Q4
Sell
-22,049
Closed -$4.62M 5696
2024
Q3
$4.62M Sell
22,049
-32,467
-60% -$6.05M 0.05% 1237
2024
Q2
$9.66M Buy
+54,516
New +$11.1M 0.1% 784
2024
Q1
Sell
-33,032
Closed -$6.43M 6051
2023
Q4
$6.43M Sell
33,032
-15,004
-31% -$2.72M 0.09% 947
2023
Q3
$9.04M Buy
+48,036
New +$9.28M 0.13% 634
2022
Q3
Sell
-65,111
Closed -$10.1M 3758
2022
Q2
$10.1M Buy
65,111
+14,719
+29% +$2.41M 0.29% 62
2022
Q1
$8.99M Buy
+50,392
New +$8.22M 0.26% 85
2020
Q4
Sell
-1,460
Closed -$203K 1137
2020
Q3
$203K Buy
+1,460
New +$229K 0.02% 611
2020
Q1
Sell
-130
Closed -$27K 1967
2019
Q4
$27K Buy
+130
New +$26.1K 0.01% 1584

Other funds holding WEX