WGAM
Wilkinson Global Asset Management’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Hold |
2,450
| – | – | 0.02% | 55 |
|
|
2025
Q1 | $385K | Hold |
2,450
| – | – | 0.02% | 57 |
|
|
2024
Q4 | $430K | Hold |
2,450
| – | – | 0.03% | 58 |
|
|
2024
Q3 | $514K | Hold |
2,450
| – | – | 0.03% | 54 |
|
|
2024
Q2 | $434K | Hold |
2,450
| – | – | 0.03% | 62 |
|
|
2024
Q1 | $582K | Hold |
2,450
| – | – | 0.04% | 55 |
|
|
2023
Q4 | $477K | Hold |
2,450
| – | – | 0.03% | 60 |
|
|
2023
Q3 | $461K | Hold |
2,450
| – | – | 0.04% | 61 |
|
|
2023
Q2 | $446K | Hold |
2,450
| – | – | 0.03% | 61 |
|
|
2023
Q1 | $451K | Hold |
2,450
| – | – | 0.04% | 60 |
|
|
2022
Q4 | $401K | Hold |
2,450
| – | – | 0.03% | 65 |
|
|
2022
Q3 | $311K | Hold |
2,450
| – | – | 0.03% | 71 |
|
|
2022
Q2 | $381K | Hold |
2,450
| – | – | 0.03% | 64 |
|
|
2022
Q1 | $437K | Hold |
2,450
| – | – | 0.03% | 64 |
|
|
2021
Q4 | $344K | Hold |
2,450
| – | – | 0.02% | 72 |
|
|
2021
Q3 | $432K | Hold |
2,450
| – | – | 0.03% | 70 |
|
|
2021
Q2 | $475K | Hold |
2,450
| – | – | 0.03% | 66 |
|
|
2021
Q1 | $513K | Buy |
+2,450
| New | +$513K | 0.03% | 65 |
|