Evercore Wealth Management, LLC Wex Inc. Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Wex Inc. stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 1,432 shares of WEX stock, worth $248,867. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,432

Previous 1,432 -0.0%

Holding current value

$248,867

Previous $253,000 18.58%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$163.32 - $196.49 $11,595 - $13,950	-71 Reduced 4.72%	1,432 $278,000
Q1 2023 May 15, 2023	SELL	$160.8 - $201.27 $7,557 - $9,459	-47 Reduced 3.03%	1,503 $276,000
Q4 2022 Feb 14, 2023	BUY	$134.53 - $171.36 $208,521 - $265,608	1,550 New	1,550 $253,000
Q1 2022 May 16, 2022	SELL	$143.6 - $182.08 $6,174 - $7,829	-43 Reduced 2.76%	1,516 $270,000
Q4 2021 Feb 14, 2022	SELL	$123.68 - $196.26 $2,844 - $4,513	-23 Reduced 1.45%	1,559 $219,000
Q2 2021 Aug 16, 2021	SELL	$187.76 - $229.02 $3,567 - $4,351	-19 Reduced 1.19%	1,582 $307,000
Q4 2020 Feb 16, 2021	BUY	$126.0 - $204.76 $4,284 - $6,961	34 Added 2.17%	1,601 $325,000
Q3 2020 Nov 16, 2020	SELL	$137.84 - $170.27 $275 - $340	-2 Reduced 0.13%	1,567 $218,000
Q2 2020 Aug 13, 2020	SELL	$93.17 - $180.49 $121,121 - $234,637	-1,300 Reduced 45.31%	1,569 $259,000
Q1 2020 May 14, 2020	SELL	$83.23 - $235.13 $499 - $1,410	-6 Reduced 0.21%	2,869 $300,000
Q4 2019 Feb 13, 2020	BUY	$189.18 - $209.46 $2,837 - $3,141	15 Added 0.52%	2,875 $602,000
Q3 2019 Nov 14, 2019	SELL	$188.85 - $221.02 $86,871 - $101,669	-460 Reduced 13.86%	2,860 $578,000
Q2 2019 Aug 13, 2019	SELL	$185.96 - $210.3 $1,859 - $2,103	-10 Reduced 0.3%	3,320 $691,000
Q1 2019 May 14, 2019	SELL	$134.58 - $191.99 $8,074 - $11,519	-60 Reduced 1.77%	3,330 $639,000
Q4 2018 Feb 13, 2019	SELL	$131.35 - $199.87 $80,780 - $122,920	-615 Reduced 15.36%	3,390 $475,000
Q3 2018 Nov 13, 2018	BUY	$180.63 - $200.76 $723,423 - $804,043	4,005 New	4,005 $804,000
Q1 2018 May 15, 2018	SELL	$135.52 - $160.9 $77,924 - $92,517	-575 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$101.8 - $114.72 $58,535 - $65,964	575	575 $64,000

Others Institutions Holding WEX

# of Institutions

463

Shares Held

41.8M

Call Options Held

519K

Put Options Held

15.6K

View Full List

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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Evercore Wealth Management, LLC Wex Inc. Transaction History