Zions Bancorporation’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.63M | Buy |
14,995
+2,662
| +22% | +$467K | 0.17% | 123 |
|
|
2024
Q3 | $2.59M | Buy |
12,333
+1,877
| +18% | +$394K | 0.19% | 104 |
|
|
2024
Q2 | $1.85M | Sell |
10,456
-379
| -3% | -$67.1K | 0.15% | 114 |
|
|
2024
Q1 | $2.57M | Buy |
10,835
+591
| +6% | +$140K | 0.19% | 90 |
|
|
2023
Q4 | $1.99M | Buy |
10,244
+536
| +6% | +$104K | 0.14% | 120 |
|
|
2023
Q3 | $1.83M | Buy |
9,708
+1,647
| +20% | +$310K | 0.16% | 105 |
|
|
2023
Q2 | $1.47M | Buy |
8,061
+71
| +0.9% | +$12.9K | 0.12% | 128 |
|
|
2023
Q1 | $1.47M | Buy |
7,990
+771
| +11% | +$142K | 0.13% | 124 |
|
|
2022
Q4 | $1.18M | Buy |
7,219
+1,098
| +18% | +$180K | 0.09% | 143 |
|
|
2022
Q3 | $777K | Buy |
6,121
+4
| +0.1% | +$508 | 0.08% | 174 |
|
|
2022
Q2 | $952K | Buy |
6,117
+1,125
| +23% | +$175K | 0.1% | 156 |
|
|
2022
Q1 | $891K | Buy |
4,992
+1,702
| +52% | +$304K | 0.08% | 162 |
|
|
2021
Q4 | $462K | Buy |
3,290
+534
| +19% | +$75K | 0.04% | 233 |
|
|
2021
Q3 | $485K | Buy |
2,756
+305
| +12% | +$53.7K | 0.05% | 193 |
|
|
2021
Q2 | $475K | Buy |
2,451
+315
| +15% | +$61K | 0.05% | 178 |
|
|
2021
Q1 | $447K | Sell |
2,136
-33
| -2% | -$6.91K | 0.05% | 162 |
|
|
2020
Q4 | $441K | Buy |
2,169
+97
| +5% | +$19.7K | 0.06% | 146 |
|
|
2020
Q3 | $288K | Sell |
2,072
-2
| -0.1% | -$278 | 0.04% | 168 |
|
|
2020
Q2 | $342K | Buy |
2,074
+169
| +9% | +$27.9K | 0.05% | 138 |
|
|
2020
Q1 | $199K | Buy |
1,905
+264
| +16% | +$27.6K | 0.03% | 179 |
|
|
2019
Q4 | $344K | Sell |
1,641
-444
| -21% | -$93.1K | 0.05% | 134 |
|
|
2019
Q3 | $421K | Buy |
2,085
+13
| +0.6% | +$2.63K | 0.06% | 130 |
|
|
2019
Q2 | $431K | Buy |
2,072
+119
| +6% | +$24.8K | 0.06% | 116 |
|
|
2019
Q1 | $375K | Buy |
1,953
+54
| +3% | +$10.4K | 0.06% | 127 |
|
|
2018
Q4 | $266K | Sell |
1,899
-135
| -7% | -$18.9K | 0.19% | 60 |
|
|
2018
Q3 | $408K | Sell |
2,034
-39
| -2% | -$7.82K | 0.1% | 102 |
|
|
2018
Q2 | $395K | Buy |
+2,073
| New | +$395K | 0.27% | 56 |
|
|
2018
Q1 | – | Sell |
-1,950
| Closed | -$275K | – | 709 |
|
|
2017
Q4 | $275K | Sell |
1,950
-17
| -0.9% | -$2.4K | 0.05% | 130 |
|
|
2017
Q3 | $221K | Buy |
+1,967
| New | +$221K | 0.03% | 249 |
|
|
2017
Q1 | – | Sell |
-40
| Closed | -$5K | – | 841 |
|
|
2016
Q4 | $5K | Hold |
40
| – | – | ﹤0.01% | 634 |
|
|
2016
Q3 | $5K | Buy |
40
+25
| +167% | +$3.13K | ﹤0.01% | 613 |
|
|
2016
Q2 | $1K | Sell |
15
-25
| -63% | -$1.67K | ﹤0.01% | 785 |
|
|
2016
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 677 |
|
|
2015
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 679 |
|
|
2015
Q3 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 649 |
|
|
2015
Q2 | – | Sell |
-40
| Closed | -$4K | – | 735 |
|
|
2015
Q1 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 701 |
|