Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s WEX WEX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$740K Sell
2025
Q1 		$1.25M Sell
2024
Q4 		$2.24M Buy
2024
Q3 		$673K Sell
2024
Q2 		$687K Sell
2024
Q1 		$1.8M Buy
2023
Q4 		$754K Sell
2023
Q3 		$847K Buy