Wealth Enhancement Advisory Services’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $740K | Sell |
4,891
-3,090
| -39% | -$467K | ﹤0.01% | 1917 |
|
|
2025
Q1 | $1.25M | Sell |
7,981
-4,788
| -37% | -$752K | ﹤0.01% | 1493 |
|
|
2024
Q4 | $2.24M | Buy |
12,769
+9,561
| +298% | +$1.68M | ﹤0.01% | 1121 |
|
|
2024
Q3 | $673K | Sell |
3,208
-669
| -17% | -$140K | ﹤0.01% | 1613 |
|
|
2024
Q2 | $687K | Sell |
3,877
-3,719
| -49% | -$659K | ﹤0.01% | 1458 |
|
|
2024
Q1 | $1.8M | Buy |
7,596
+3,722
| +96% | +$884K | ﹤0.01% | 985 |
|
|
2023
Q4 | $754K | Sell |
3,874
-627
| -14% | -$122K | ﹤0.01% | 1280 |
|
|
2023
Q3 | $847K | Buy |
+4,501
| New | +$847K | ﹤0.01% | 1170 |
|