Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-62
Closed -$9.24K 520
2025
Q4
$9.24K Sell
62
-62
-50% -$9.34K ﹤0.01% 368
2025
Q3
$19.9K Sell
124
-42
-25% -$6.95K ﹤0.01% 342
2025
Q2
$24.4K Sell
166
-47
-22% -$6.31K ﹤0.01% 340
2025
Q1
$33.6K Sell
213
-1
-0.5% -$165 ﹤0.01% 330
2024
Q4
$37.5K Sell
214
-16
-7% -$3K ﹤0.01% 310
2024
Q3
$41.2K Sell
230
-57
-20% -$10.6K ﹤0.01% 293
2024
Q2
$50.8K Buy
287
+6
+2% +$1.22K 0.01% 296
2024
Q1
$66.7K Sell
281
-157
-36% -$33.8K 0.01% 224
2023
Q4
$79K Sell
438
-8
-2% -$1.45K 0.02% 215
2023
Q3
$89.9K Sell
446
-126
-22% -$24.3K 0.02% 204
2023
Q2
$104K Sell
572
-65
-10% -$11.5K 0.02% 173
2023
Q1
$32.4K Sell
637
-258
-29% -$47K 0.01% 243
2022
Q4
$41.4K Buy
+895
New +$139K 0.01% 262

Other funds holding WEX