A detailed history of Concord Wealth Partners transactions in Wex Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 24 shares of WEX stock, worth $4,170. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24
Previous 24 -0.0%
Holding current value
$4,170
Previous $4,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 30, 2024

SELL
$163.32 - $196.49 $3,266 - $3,929
-20 Reduced 45.45%
24 $4,000
Q4 2023

Feb 05, 2024

SELL
$163.32 - $196.49 $3,266 - $3,929
-20 Reduced 45.45%
24 $4,000
Q3 2023

Apr 30, 2024

BUY
$181.33 - $202.96 $3,626 - $4,059
20 Added 83.33%
44 $8,000
Q1 2023

Apr 26, 2023

BUY
$160.8 - $201.27 $3,859 - $4,830
24 Added 120.0%
44 $8,000
Q4 2022

Jan 27, 2023

BUY
$134.53 - $171.36 $2,690 - $3,427
20 New
20 $3,000
Q1 2021

May 13, 2021

BUY
$187.22 - $230.0 $3,744 - $4,600
20 New
20 $4,000

Others Institutions Holding WEX

About WEX Inc.


  • Ticker WEX
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 43,593,100
  • Market Cap $7.58B
  • 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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