Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$476K Sell
3,113
-6,202
-67% -$969K 0.01% 2092
2025
Q4
$1.39M Buy
+9,315
New +$1.4M 0.04% 793
2025
Q2
Sell
-13,869
Closed -$2.18M 3253
2025
Q1
$2.18M Buy
+13,869
New +$2.28M 0.11% 229
2024
Q4
Sell
-13,344
Closed -$2.8M 2995
2024
Q3
$2.8M Buy
13,344
+12,083
+958% +$2.25M 0.2% 69
2024
Q2
$223K Sell
1,261
-550
-30% -$112K 0.02% 1163
2024
Q1
$430K Sell
1,811
-758
-30% -$163K 0.06% 582
2023
Q4
$500K Sell
2,569
-1,409
-35% -$256K 0.11% 260
2023
Q3
$748K Sell
3,978
-989
-20% -$191K 0.13% 196
2023
Q2
$904K Buy
+4,967
New +$880K 0.16% 114
2022
Q3
Sell
-1,407
Closed -$219K 1417
2022
Q2
$219K Buy
+1,407
New +$230K 0.09% 430
2021
Q2
Sell
-4,221
Closed -$883K 1123
2021
Q1
$883K Buy
+4,221
New +$891K 0.43% 13

Other funds holding WEX