Wilkinson Global Asset Management’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 | $360K | Hold |
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|
2025
Q1 | $385K | Hold |
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|
2024
Q4 | $430K | Hold |
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|
2024
Q3 | $514K | Hold |
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|
2024
Q2 | $434K | Hold |
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|
2024
Q1 | $582K | Hold |
|
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|
2023
Q4 | $477K | Hold |
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|
2023
Q3 | $461K | Hold |
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|
2023
Q2 | $446K | Hold |
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|
2023
Q1 | $451K | Hold |
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|
2022
Q4 | $401K | Hold |
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|
2022
Q3 | $311K | Hold |
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|
2022
Q2 | $381K | Hold |
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|
2022
Q1 | $437K | Hold |
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|
2021
Q4 | $344K | Hold |
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|
2021
Q3 | $432K | Hold |
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|
2021
Q2 | $475K | Hold |
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|
2021
Q1 | $513K | Buy |
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