William Blair Investment Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
3,222
+709
| +28% | +$104K | ﹤0.01% | 378 |
|
|
2025
Q1 | $395K | Sell |
2,513
-7
| -0.3% | -$1.1K | ﹤0.01% | 394 |
|
|
2024
Q4 | $442K | Buy |
2,520
+1
| +0% | +$175 | ﹤0.01% | 399 |
|
|
2024
Q3 | $528K | Buy |
+2,519
| New | +$528K | ﹤0.01% | 363 |
|
|
2020
Q4 | – | Sell |
-82,698
| Closed | -$11.5M | – | 368 |
|
|
2020
Q3 | $11.5M | Sell |
82,698
-788,518
| -91% | -$110M | 0.04% | 252 |
|
|
2020
Q2 | $144M | Sell |
871,216
-25,076
| -3% | -$4.14M | 0.59% | 65 |
|
|
2020
Q1 | $93.7M | Buy |
896,292
+27,015
| +3% | +$2.82M | 0.46% | 70 |
|
|
2019
Q4 | $182M | Buy |
869,277
+4,169
| +0.5% | +$873K | 0.73% | 42 |
|
|
2019
Q3 | $175M | Buy |
865,108
+9,894
| +1% | +$2M | 0.75% | 40 |
|
|
2019
Q2 | $178M | Sell |
855,214
-4,355
| -0.5% | -$906K | 0.75% | 41 |
|
|
2019
Q1 | $165M | Buy |
859,569
+6,130
| +0.7% | +$1.18M | 0.69% | 45 |
|
|
2018
Q4 | $120M | Sell |
853,439
-201,352
| -19% | -$28.2M | 0.59% | 54 |
|
|
2018
Q3 | $212M | Buy |
1,054,791
+26,661
| +3% | +$5.35M | 0.73% | 35 |
|
|
2018
Q2 | $196M | Sell |
1,028,130
-545,383
| -35% | -$104M | 0.73% | 29 |
|
|
2018
Q1 | $246M | Buy |
1,573,513
+402,785
| +34% | +$63.1M | 0.94% | 17 |
|
|
2017
Q4 | $165M | Buy |
1,170,728
+174,698
| +18% | +$24.7M | 0.64% | 40 |
|
|
2017
Q3 | $112M | Buy |
+996,030
| New | +$112M | 0.4% | 83 |
|