Welch & Forbes’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $443K | Hold |
|
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|
2024
Q3 | $530K | Hold |
|
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|
2024
Q2 | $450K | Hold |
|
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|
2024
Q1 | $600K | Hold |
|
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|
2023
Q4 | $491K | Hold |
|
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|
2023
Q3 | $475K | Hold |
|
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|
2023
Q2 | $460K | Hold |
|
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|
2023
Q1 | $464K | Hold |
|
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|
2022
Q4 | $413K | Hold |
|
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|
2022
Q3 | $321K | Hold |
|
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|
2022
Q2 | $393K | Hold |
|
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|
2022
Q1 | $451K | Hold |
|
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|
2021
Q4 | $354K | Hold |
|
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|
2021
Q3 | $445K | Hold |
|
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|
2021
Q2 | $490K | Hold |
|
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|
2021
Q1 | $528K | Hold |
|
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|
2020
Q4 | $514K | Hold |
|
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|
2020
Q3 | $351K | Sell |
|
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|
2020
Q2 | $418K | Buy |
|
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|
2020
Q1 | $264K | Hold |
|
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|
2019
Q4 | $529K | Hold |
|
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|
2019
Q3 | $510K | Hold |
|
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|
2019
Q2 | $525K | Sell |
|
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|
2019
Q1 | $485K | Buy |
|
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|
2018
Q4 | $354K | Hold |
|
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|
2018
Q3 | $507K | Hold |
|
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|
2018
Q2 | $481K | Hold |
|
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|
2018
Q1 | $395K | Buy |
|