A detailed history of Clearstead Advisors, LLC transactions in Wex Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 39 shares of WEX stock, worth $6,984. This represents 0.0% of its overall portfolio holdings.

Number of Shares
39
Previous 67 41.79%
Holding current value
$6,984
Previous $11,000 27.27%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$168.01 - $209.77 $4,704 - $5,873
-28 Reduced 41.79%
39 $8,000
Q2 2024

Aug 09, 2024

BUY
$169.4 - $242.22 $11,349 - $16,228
67 New
67 $11,000
Q3 2023

Nov 07, 2023

BUY
$181.33 - $202.96 $106,440 - $119,137
587 New
587 $110,000
Q2 2022

Aug 12, 2022

SELL
$149.61 - $177.28 $411,277 - $487,342
-2,749 Reduced 79.7%
700 $109,000
Q1 2022

May 04, 2022

BUY
$143.6 - $182.08 $394,756 - $500,537
2,749 Added 392.71%
3,449 $615,000
Q4 2020

Feb 11, 2021

BUY
$126.0 - $204.76 $88,200 - $143,332
700 New
700 $142,000

Others Institutions Holding WEX

About WEX Inc.


  • Ticker WEX
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 43,593,100
  • Market Cap $7.81B
  • 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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.