A detailed history of Clearstead Trust, LLC transactions in Wex Inc. stock. As of the latest transaction made, Clearstead Trust, LLC holds 337 shares of WEX stock, worth $60,349. This represents 0.02% of its overall portfolio holdings.

Number of Shares
337
Previous 337 -0.0%
Holding current value
$60,349
Previous $59,000 18.64%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$194.4 - $237.53 $48,600 - $59,382
-250 Reduced 42.59%
337 $80,000
Q2 2023

Aug 08, 2023

SELL
$165.85 - $191.39 $18,741 - $21,627
-113 Reduced 16.14%
587 $106,000
Q3 2022

Nov 10, 2022

BUY
$126.67 - $170.64 $88,669 - $119,447
700 New
700 $89,000
Q1 2020

May 12, 2020

SELL
$83.23 - $235.13 $14,065 - $39,736
-169 Closed
0 $0
Q2 2019

Jul 31, 2019

BUY
$185.96 - $210.3 $9,112 - $10,304
49 Added 40.83%
169 $0
Q1 2019

May 13, 2019

BUY
$134.58 - $191.99 $16,149 - $23,038
120 New
120 $24,000

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
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