Zurich Cantonal Bank’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
9,656
-1,130
| -10% | -$166K | ﹤0.01% | 1051 |
|
|
2025
Q1 | $1.69M | Buy |
10,786
+2
| +0% | +$314 | ﹤0.01% | 897 |
|
|
2024
Q4 | $1.89M | Buy |
10,784
+1,683
| +18% | +$295K | 0.01% | 875 |
|
|
2024
Q3 | $1.91M | Sell |
9,101
-136
| -1% | -$28.5K | 0.01% | 808 |
|
|
2024
Q2 | $1.64M | Buy |
9,237
+552
| +6% | +$97.8K | 0.01% | 818 |
|
|
2024
Q1 | $2.06M | Sell |
8,685
-512
| -6% | -$122K | 0.01% | 740 |
|
|
2023
Q4 | $1.79M | Buy |
9,197
+978
| +12% | +$190K | 0.01% | 772 |
|
|
2023
Q3 | $1.55M | Buy |
8,219
+1,020
| +14% | +$192K | 0.01% | 788 |
|
|
2023
Q2 | $1.31M | Buy |
7,199
+604
| +9% | +$110K | 0.01% | 830 |
|
|
2023
Q1 | $1.21M | Buy |
6,595
+289
| +5% | +$53.1K | 0.01% | 826 |
|
|
2022
Q4 | $1.03M | Buy |
6,306
+435
| +7% | +$71.2K | 0.01% | 869 |
|
|
2022
Q3 | $745K | Buy |
5,871
+469
| +9% | +$59.5K | ﹤0.01% | 958 |
|
|
2022
Q2 | $840K | Sell |
5,402
-661
| -11% | -$103K | ﹤0.01% | 927 |
|
|
2022
Q1 | $1.08M | Buy |
6,063
+398
| +7% | +$71K | 0.01% | 903 |
|
|
2021
Q4 | $795K | Buy |
5,665
+1,272
| +29% | +$179K | ﹤0.01% | 1138 |
|
|
2021
Q3 | $774K | Buy |
4,393
+263
| +6% | +$46.3K | ﹤0.01% | 1034 |
|
|
2021
Q2 | $801K | Sell |
4,130
-633
| -13% | -$123K | ﹤0.01% | 974 |
|
|
2021
Q1 | $997K | Sell |
4,763
-486
| -9% | -$102K | 0.01% | 885 |
|
|
2020
Q4 | $1.07M | Buy |
5,249
+454
| +9% | +$92.4K | 0.01% | 924 |
|
|
2020
Q3 | $666K | Hold |
4,795
| – | – | ﹤0.01% | 963 |
|
|
2020
Q2 | $791K | Buy |
4,795
+1,130
| +31% | +$186K | 0.01% | 855 |
|
|
2020
Q1 | $383K | Buy |
3,665
+769
| +27% | +$80.4K | ﹤0.01% | 942 |
|
|
2019
Q4 | $607K | Hold |
2,896
| – | – | ﹤0.01% | 884 |
|
|
2019
Q3 | $585K | Buy |
2,896
+145
| +5% | +$29.3K | ﹤0.01% | 878 |
|
|
2019
Q2 | $572K | Hold |
2,751
| – | – | ﹤0.01% | 890 |
|
|
2019
Q1 | $528K | Sell |
2,751
-97
| -3% | -$18.6K | ﹤0.01% | 877 |
|
|
2018
Q4 | $399K | Buy |
2,848
+134
| +5% | +$18.8K | ﹤0.01% | 944 |
|
|
2018
Q3 | $545K | Buy |
2,714
+101
| +4% | +$20.3K | ﹤0.01% | 913 |
|
|
2018
Q2 | $498K | Buy |
2,613
+110
| +4% | +$21K | ﹤0.01% | 907 |
|
|
2018
Q1 | $392K | Hold |
2,503
| – | – | ﹤0.01% | 922 |
|
|
2017
Q4 | $353K | Buy |
2,503
+653
| +35% | +$92.1K | ﹤0.01% | 946 |
|
|
2017
Q3 | $208K | Hold |
1,850
| – | – | ﹤0.01% | 1016 |
|
|
2017
Q2 | $193K | Buy |
1,850
+162
| +10% | +$16.9K | ﹤0.01% | 1011 |
|
|
2017
Q1 | $175K | Buy |
1,688
+410
| +32% | +$42.5K | ﹤0.01% | 1044 |
|
|
2016
Q4 | $143K | Hold |
1,278
| – | – | ﹤0.01% | 1102 |
|
|
2016
Q3 | $138K | Buy |
1,278
+152
| +13% | +$16.4K | ﹤0.01% | 1066 |
|
|
2016
Q2 | $100K | Hold |
1,126
| – | – | ﹤0.01% | 1152 |
|
|
2016
Q1 | $94K | Hold |
1,126
| – | – | ﹤0.01% | 1170 |
|
|
2015
Q4 | $100K | Buy |
1,126
+630
| +127% | +$56K | ﹤0.01% | 1134 |
|
|
2015
Q3 | $43K | Buy |
496
+340
| +218% | +$29.5K | ﹤0.01% | 1174 |
|
|
2015
Q2 | $18K | Hold |
156
| – | – | ﹤0.01% | 1136 |
|
|
2015
Q1 | $17K | Buy |
+156
| New | +$17K | ﹤0.01% | 1150 |
|