Atria Wealth Solutions, Inc. Wex Inc. Transaction History

Atria Wealth Solutions, Inc.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$194.4 - $237.53 $29,743 - $36,342	153 Added 13.09%	1,322 $314,000
Q4 2023 Feb 02, 2024	SELL	$163.32 - $196.49 $9,962 - $11,985	-61 Reduced 4.96%	1,169 $227,000
Q3 2023 Nov 08, 2023	SELL	$181.33 - $202.96 $124,936 - $139,839	-689 Reduced 35.9%	1,230 $231,000
Q2 2023 Aug 03, 2023	SELL	$165.85 - $191.39 $24,214 - $27,942	-146 Reduced 7.07%	1,919 $349,000
Q1 2023 Aug 22, 2023	BUY	$160.8 - $201.27 $20,260 - $25,360	126 Added 6.57%	2,045 $376,000
Q1 2023 Jun 14, 2023	BUY	$160.8 - $201.27 $3,216 - $4,025	20 Added 0.98%	2,065 $379,000
Q1 2023 May 10, 2023	SELL	$160.8 - $201.27 $3,216 - $4,025	-20 Reduced 0.97%	2,045 $376,000
Q4 2022 Aug 30, 2023	BUY	$134.53 - $171.36 $19,641 - $25,018	146 Added 7.61%	2,065 $337,000
Q4 2022 Feb 13, 2023	SELL	$134.53 - $171.36 $403 - $514	-3 Reduced 0.15%	2,065 $337,000
Q3 2022 Feb 13, 2023	BUY	$126.67 - $170.64 $261,953 - $352,883	2,068 New	2,068 $262,000

463

41.8M

519K

15.6K

Ticker WEX
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 43,593,100
Market Cap $7.58B
Description
WEX Inc. provides financial technology services in the United States and internationally. It operates through three segments: Fleet Solutions, Travel and Corporate Solutions, and Health and Employee Benefit Solutions. The Fleet Solutions segment offers fleet vehicle payment processing services. Its services include customer, account activation, ...

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.