Welch & Forbes’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,525
| Closed | -$443K | – | 387 |
|
|
2024
Q4 | $443K | Hold |
2,525
| – | – | 0.01% | 288 |
|
|
2024
Q3 | $530K | Hold |
2,525
| – | – | 0.01% | 284 |
|
|
2024
Q2 | $450K | Hold |
2,525
| – | – | 0.01% | 295 |
|
|
2024
Q1 | $600K | Hold |
2,525
| – | – | 0.01% | 269 |
|
|
2023
Q4 | $491K | Hold |
2,525
| – | – | 0.01% | 285 |
|
|
2023
Q3 | $475K | Hold |
2,525
| – | – | 0.01% | 285 |
|
|
2023
Q2 | $460K | Hold |
2,525
| – | – | 0.01% | 292 |
|
|
2023
Q1 | $464K | Hold |
2,525
| – | – | 0.01% | 288 |
|
|
2022
Q4 | $413K | Hold |
2,525
| – | – | 0.01% | 300 |
|
|
2022
Q3 | $321K | Hold |
2,525
| – | – | 0.01% | 316 |
|
|
2022
Q2 | $393K | Hold |
2,525
| – | – | 0.01% | 302 |
|
|
2022
Q1 | $451K | Hold |
2,525
| – | – | 0.01% | 298 |
|
|
2021
Q4 | $354K | Hold |
2,525
| – | – | 0.01% | 324 |
|
|
2021
Q3 | $445K | Hold |
2,525
| – | – | 0.01% | 295 |
|
|
2021
Q2 | $490K | Hold |
2,525
| – | – | 0.01% | 293 |
|
|
2021
Q1 | $528K | Hold |
2,525
| – | – | 0.01% | 274 |
|
|
2020
Q4 | $514K | Hold |
2,525
| – | – | 0.01% | 269 |
|
|
2020
Q3 | $351K | Sell |
2,525
-7
| -0.3% | -$973 | 0.01% | 284 |
|
|
2020
Q2 | $418K | Buy |
2,532
+7
| +0.3% | +$1.16K | 0.01% | 255 |
|
|
2020
Q1 | $264K | Hold |
2,525
| – | – | 0.01% | 292 |
|
|
2019
Q4 | $529K | Hold |
2,525
| – | – | 0.01% | 254 |
|
|
2019
Q3 | $510K | Hold |
2,525
| – | – | 0.01% | 253 |
|
|
2019
Q2 | $525K | Sell |
2,525
-1
| -0% | -$208 | 0.01% | 254 |
|
|
2019
Q1 | $485K | Buy |
2,526
+1
| +0% | +$192 | 0.01% | 254 |
|
|
2018
Q4 | $354K | Hold |
2,525
| – | – | 0.01% | 275 |
|
|
2018
Q3 | $507K | Hold |
2,525
| – | – | 0.01% | 257 |
|
|
2018
Q2 | $481K | Hold |
2,525
| – | – | 0.01% | 254 |
|
|
2018
Q1 | $395K | Buy |
+2,525
| New | +$395K | 0.01% | 276 |
|