Whittier Trust’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2K | Hold |
|
|||||
|
2025
Q1 | $2.35K | Sell |
|
|||||
|
2024
Q4 | $17K | Hold |
|
|||||
|
2024
Q3 | $20.3K | Hold |
|
|||||
|
2024
Q2 | $17.2K | Hold |
|
|||||
|
2024
Q1 | $23K | Hold |
|
|||||
|
2023
Q4 | $18.9K | Sell |
|
|||||
|
2023
Q3 | $413K | Hold |
|
|||||
|
2023
Q2 | $400K | Hold |
|
|||||
|
2023
Q1 | $404K | Hold |
|
|||||
|
2022
Q4 | $360K | Hold |
|
|||||
|
2022
Q3 | $279K | Hold |
|
|||||
|
2022
Q2 | $342K | Sell |
|
|||||
|
2022
Q1 | $397K | Sell |
|
|||||
|
2021
Q4 | $317K | Sell |
|
|||||
|
2021
Q3 | $417K | Sell |
|
|||||
|
2021
Q2 | $470K | Hold |
|
|||||
|
2021
Q1 | $507K | Buy |
|
|||||
|
2020
Q4 | $470K | Buy |
|
|||||
|
2020
Q3 | $302K | Hold |
|
|||||
|
2020
Q2 | $358K | Hold |
|
|||||
|
2020
Q1 | $227K | Sell |
|
|||||
|
2019
Q4 | $643K | Hold |
|
|||||
|
2019
Q3 | $620K | Hold |
|
|||||
|
2019
Q2 | $639K | Hold |
|
|||||
|
2019
Q1 | $589K | Buy |
|
|||||
|
2018
Q4 | $290K | Buy |
|
|||||
|
2018
Q3 | $195K | Hold |
|
|||||
|
2018
Q2 | $185K | Hold |
|
|||||
|
2018
Q1 | $152K | Hold |
|
|||||
|
2017
Q4 | $137K | Hold |
|
|||||
|
2017
Q3 | $109K | Sell |
|
|||||
|
2017
Q2 | $107K | Hold |
|
|||||
|
2017
Q1 | $106K | Buy |
|
|||||
|
2016
Q4 | $108K | Hold |
|
|||||
|
2016
Q3 | $105K | Hold |
|
|||||
|
2016
Q2 | $86K | Hold |
|
|||||
|
2016
Q1 | $81K | Hold |
|
|||||
|
2015
Q4 | $86K | Hold |
|
|||||
|
2015
Q3 | $84K | Hold |
|
|||||
|
2015
Q2 | $111K | Sell |
|
|||||
|
2015
Q1 | $118K | Buy |
|
|||||
|
2014
Q4 | $96K | Hold |
|
|||||
|
2014
Q3 | $107K | Hold |
|
|||||
|
2014
Q2 | $102K | Hold |
|
|||||
|
2014
Q1 | $92K | Sell |
|
|||||
|
2013
Q4 | $898K | Sell |
|
|||||
|
2013
Q3 | $805K | Hold |
|
|||||
|
2013
Q2 | $703K | Buy |
|