Winton Group’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,376
| Closed | -$2.35M | – | 804 |
|
|
2024
Q4 | $2.35M | Sell |
13,376
-15,297
| -53% | -$2.68M | 0.16% | 147 |
|
|
2024
Q3 | $6.01M | Buy |
+28,673
| New | +$6.01M | 0.42% | 52 |
|
|
2023
Q2 | – | Sell |
-3,248
| Closed | -$597K | – | 1144 |
|
|
2023
Q1 | $597K | Buy |
+3,248
| New | +$597K | 0.04% | 628 |
|
|
2019
Q1 | – | Sell |
-2,705
| Closed | -$379K | – | 1195 |
|
|
2018
Q4 | $379K | Sell |
2,705
-61
| -2% | -$8.55K | 0.01% | 575 |
|
|
2018
Q3 | $555K | Buy |
+2,766
| New | +$555K | 0.01% | 584 |
|
|
2018
Q2 | – | Sell |
-39,707
| Closed | -$6.22M | – | 1171 |
|
|
2018
Q1 | $6.22M | Buy |
+39,707
| New | +$6.22M | 0.18% | 171 |
|
|
2015
Q1 | – | Sell |
-7,501
| Closed | -$742K | – | 550 |
|
|
2014
Q4 | $742K | Buy |
7,501
+1,276
| +20% | +$126K | 0.01% | 496 |
|
|
2014
Q3 | $687K | Sell |
6,225
-2,468
| -28% | -$272K | ﹤0.01% | 562 |
|
|
2014
Q2 | $913K | Buy |
+8,693
| New | +$913K | 0.01% | 540 |
|