WCM Investment Management’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-111,128
| Closed | -$19M | – | 304 |
|
|
2024
Q4 | $19M | Sell |
111,128
-2,095
| -2% | -$358K | 0.04% | 95 |
|
|
2024
Q3 | $23.7M | Sell |
113,223
-1,175
| -1% | -$246K | 0.05% | 81 |
|
|
2024
Q2 | $20M | Buy |
114,398
+5,829
| +5% | +$1.02M | 0.05% | 95 |
|
|
2024
Q1 | $25.8M | Buy |
108,569
+446
| +0.4% | +$106K | 0.06% | 76 |
|
|
2023
Q4 | $21.2M | Buy |
108,123
+6,992
| +7% | +$1.37M | 0.06% | 88 |
|
|
2023
Q3 | $18.9M | Buy |
101,131
+1,513
| +2% | +$283K | 0.06% | 79 |
|
|
2023
Q2 | $18.2M | Buy |
99,618
+3,434
| +4% | +$628K | 0.05% | 84 |
|
|
2023
Q1 | $17.7M | Buy |
96,184
+377
| +0.4% | +$69.3K | 0.06% | 83 |
|
|
2022
Q4 | $15.7M | Sell |
95,807
-2,375
| -2% | -$389K | 0.05% | 86 |
|
|
2022
Q3 | $12.8M | Buy |
98,182
+2,591
| +3% | +$339K | 0.05% | 98 |
|
|
2022
Q2 | $15.1M | Buy |
95,591
+96
| +0.1% | +$15.1K | 0.05% | 83 |
|
|
2022
Q1 | $17M | Buy |
95,495
+11,357
| +13% | +$2.03M | 0.05% | 85 |
|
|
2021
Q4 | $11.8M | Buy |
84,138
+5,302
| +7% | +$744K | 0.03% | 121 |
|
|
2021
Q3 | $13.9M | Buy |
78,836
+24,781
| +46% | +$4.36M | 0.03% | 92 |
|
|
2021
Q2 | $10.5M | Buy |
54,055
+2,173
| +4% | +$421K | 0.03% | 120 |
|
|
2021
Q1 | $10.9M | Buy |
51,882
+6,735
| +15% | +$1.41M | 0.03% | 104 |
|
|
2020
Q4 | $9.19M | Buy |
45,147
+76
| +0.2% | +$15.5K | 0.03% | 117 |
|
|
2020
Q3 | $6.26M | Buy |
45,071
+1,205
| +3% | +$167K | 0.02% | 124 |
|
|
2020
Q2 | $7.24M | Buy |
+43,866
| New | +$7.24M | 0.03% | 99 |
|