Wealth Enhancement Advisory Services
WEX icon

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
2026
Q1 		$3.62M Buy
25,293
+5,701
+29% +$891K 0.01% 1065
2025
Q4 		$2.97M Buy
19,592
+14,607
+293% +$2.2M ﹤0.01% 1300
2025
Q3 		$785K Buy
4,985
+94
+2% +$15.5K ﹤0.01% 2018
2025
Q2 		$740K Sell
4,891
-3,090
-39% -$415K ﹤0.01% 1929
2025
Q1 		$1.25M Sell
7,981
-4,788
-37% -$788K ﹤0.01% 1496
2024
Q4 		$2.24M Buy
12,769
+9,561
+298% +$1.79M ﹤0.01% 1123
2024
Q3 		$673K Sell
3,208
-669
-17% -$125K ﹤0.01% 1625
2024
Q2 		$687K Sell
3,877
-3,719
-49% -$759K ﹤0.01% 1459
2024
Q1 		$1.8M Buy
7,596
+3,722
+96% +$801K ﹤0.01% 985
2023
Q4 		$754K Sell
3,874
-627
-14% -$114K ﹤0.01% 1282
2023
Q3 		$847K Buy
+4,501
New +$869K ﹤0.01% 1171

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