Wellington Management Group’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $48.3M | Sell |
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|
2025
Q2 | $49.2M | Sell |
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|
2025
Q1 | $84.7M | Sell |
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|
2024
Q4 | $145M | Sell |
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|
2024
Q3 | $547M | Sell |
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|
2024
Q2 | $480M | Sell |
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|
2024
Q1 | $661M | Sell |
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|
2023
Q4 | $607M | Buy |
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|
2023
Q3 | $553M | Sell |
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|
2023
Q2 | $553M | Sell |
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|
2023
Q1 | $572M | Sell |
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|
2022
Q4 | $562M | Buy |
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|
2022
Q3 | $421M | Sell |
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|
2022
Q2 | $573M | Sell |
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|
2022
Q1 | $732M | Buy |
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|
2021
Q4 | $553M | Buy |
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|
2021
Q3 | $614M | Sell |
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|
2021
Q2 | $762M | Sell |
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|
2021
Q1 | $829M | Sell |
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|
2020
Q4 | $861M | Buy |
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|
2020
Q3 | $579M | Buy |
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|
2020
Q2 | $668M | Sell |
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|
2020
Q1 | $428M | Buy |
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|
2019
Q4 | $826M | Sell |
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|
2019
Q3 | $801M | Sell |
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|
2019
Q2 | $840M | Sell |
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|
2019
Q1 | $785M | Sell |
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|
2018
Q4 | $576M | Buy |
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|
2018
Q3 | $768M | Buy |
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|
2018
Q2 | $704M | Sell |
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|
2018
Q1 | $612M | Sell |
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|
2017
Q4 | $581M | Sell |
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|
2017
Q3 | $465M | Buy |
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|
2017
Q2 | $374M | Buy |
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|
2017
Q1 | $340M | Sell |
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|
2016
Q4 | $425M | Sell |
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|
2016
Q3 | $435M | Buy |
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|
2016
Q2 | $333M | Buy |
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|
2016
Q1 | $310M | Buy |
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|
2015
Q4 | $317M | Buy |
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|
2015
Q3 | $302M | Sell |
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|
2015
Q2 | $426M | Sell |
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|
2015
Q1 | $405M | Buy |
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|
2014
Q4 | $373M | Buy |
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|
2014
Q3 | $406M | Sell |
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|
2014
Q2 | $396M | Sell |
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|
2014
Q1 | $365M | Buy |
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|
2013
Q4 | $378M | Buy |
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|
2013
Q3 | $328M | Sell |
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|
2013
Q2 | $291M | Buy |
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