A detailed history of Capital Advisors, Ltd. LLC transactions in Wex Inc. stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 38 shares of WEX stock, worth $6,604. This represents 0.0% of its overall portfolio holdings.

Number of Shares
38
Previous 41 7.32%
Holding current value
$6,604
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$168.01 - $209.77 $504 - $629
-3 Reduced 7.32%
38 $8,000
Q2 2024

Jul 25, 2024

BUY
$169.4 - $242.22 $508 - $726
3 Added 7.89%
41 $7,000
Q2 2023

Jul 26, 2023

BUY
$165.85 - $191.39 $5,473 - $6,315
33 Added 660.0%
38 $7,000
Q1 2023

May 03, 2023

SELL
$160.8 - $201.27 $6,110 - $7,648
-38 Reduced 88.37%
5 $1,000
Q4 2022

Feb 07, 2023

BUY
$134.53 - $171.36 $5,650 - $7,197
42 Added 4200.0%
43 $1,000
Q3 2022

Nov 09, 2022

SELL
$126.67 - $170.64 $253 - $341
-2 Reduced 66.67%
1 $0
Q2 2022

Aug 05, 2022

BUY
$149.61 - $177.28 $448 - $531
3 New
3 $0

Others Institutions Holding WEX

About WEX Inc.


  • 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, ...
More about WEX
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