Wendell David Associates’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 | $208K | Hold |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $211K | Hold |
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|
2024
Q1 | $282K | Hold |
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|
2023
Q4 | $231K | Hold |
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|
2023
Q3 | $224K | Buy |
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|
2023
Q2 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $205K | Sell |
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|
2021
Q4 | $236K | Buy |
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|
2021
Q3 | $283K | Sell |
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|
2021
Q2 | $315K | Hold |
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|
2021
Q1 | $340K | Sell |
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|
2020
Q4 | $332K | Sell |
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|
2020
Q3 | $254K | Sell |
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|
2020
Q2 | $370K | Sell |
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|
2020
Q1 | $2.26M | Sell |
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|
2019
Q4 | $5.29M | Buy |
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|
2019
Q3 | $4.84M | Buy |
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|
2019
Q2 | $4.72M | Buy |
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|
2019
Q1 | $4.32M | Buy |
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|
2018
Q4 | $2.93M | Buy |
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|
2018
Q3 | $3.78M | Buy |
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|
2018
Q2 | $3.47M | Buy |
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|
2018
Q1 | $2.81M | Sell |
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|
2017
Q4 | $2.63M | Sell |
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|
2017
Q3 | $2.13M | Buy |
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|
2017
Q2 | $1.9M | Sell |
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|
2017
Q1 | $1.93M | Sell |
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|
2016
Q4 | $2.11M | Buy |
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|
2016
Q3 | $1.98M | Buy |
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|
2016
Q2 | $1.59M | Sell |
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|
2016
Q1 | $1.49M | Sell |
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|
2015
Q4 | $1.67M | Sell |
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|
2015
Q3 | $1.75M | Buy |
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|
2015
Q2 | $2.26M | Sell |
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|
2015
Q1 | $2.13M | Buy |
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|
2014
Q4 | $1.85M | Buy |
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|
2014
Q3 | $1.91M | Sell |
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|
2014
Q2 | $1.99M | Buy |
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|
2014
Q1 | $1.25M | Buy |
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