Yousif Capital 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 | $1.69M | Sell |
11,533
-2,082
| -15% | -$306K | 0.02% | 828 |
|
|
2025
Q1 | $2.14M | Sell |
13,615
-398
| -3% | -$62.5K | 0.02% | 679 |
|
|
2024
Q4 | $2.46M | Sell |
14,013
-1,080
| -7% | -$189K | 0.03% | 629 |
|
|
2024
Q3 | $3.17M | Sell |
15,093
-2,478
| -14% | -$520K | 0.03% | 511 |
|
|
2024
Q2 | $3.11M | Sell |
17,571
-1,901
| -10% | -$337K | 0.04% | 523 |
|
|
2024
Q1 | $4.63M | Sell |
19,472
-391
| -2% | -$92.9K | 0.05% | 373 |
|
|
2023
Q4 | $3.86M | Sell |
19,863
-299
| -1% | -$58.2K | 0.05% | 425 |
|
|
2023
Q3 | $3.79M | Sell |
20,162
-1,045
| -5% | -$197K | 0.05% | 402 |
|
|
2023
Q2 | $3.86M | Sell |
21,207
-1,175
| -5% | -$214K | 0.05% | 414 |
|
|
2023
Q1 | $4.12M | Sell |
22,382
-175
| -0.8% | -$32.2K | 0.05% | 382 |
|
|
2022
Q4 | $3.69M | Buy |
22,557
+16
| +0.1% | +$2.62K | 0.05% | 430 |
|
|
2022
Q3 | $2.86M | Sell |
22,541
-2,581
| -10% | -$328K | 0.04% | 508 |
|
|
2022
Q2 | $3.91M | Buy |
25,122
+1,150
| +5% | +$179K | 0.05% | 394 |
|
|
2022
Q1 | $4.28M | Buy |
23,972
+310
| +1% | +$55.3K | 0.05% | 430 |
|
|
2021
Q4 | $3.32M | Buy |
+23,662
| New | +$3.32M | 0.03% | 612 |
|