Williams Jones Wealth 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 | $5.75M | Sell |
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|
2025
Q1 | $9.64M | Sell |
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|
2024
Q4 | $18.1M | Sell |
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|
2024
Q3 | $22.7M | Sell |
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|
2024
Q2 | $21.2M | Sell |
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|
2024
Q1 | $30.5M | Sell |
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|
2023
Q4 | $25.2M | Sell |
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|
2023
Q3 | $24.5M | Sell |
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|
2023
Q2 | $23.7M | Sell |
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|
2023
Q1 | $24.4M | Sell |
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|
2022
Q4 | $22.1M | Sell |
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|
2022
Q3 | $17.7M | Sell |
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|
2022
Q2 | $22M | Sell |
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|
2022
Q1 | $25.9M | Sell |
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|
2021
Q4 | $26.2M | Sell |
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|
2021
Q3 | $35M | Sell |
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|
2021
Q2 | $42.6M | Sell |
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|
2021
Q1 | $46.7M | Buy |
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|
2020
Q4 | $45.3M | Sell |
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|
2020
Q3 | $31.3M | Sell |
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|
2020
Q2 | $37.7M | Sell |
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|
2020
Q1 | $24.4M | Sell |
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|
2019
Q4 | $49.5M | Sell |
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|
2019
Q3 | $48M | Buy |
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