Exencial Wealth Advisors, LLC Wex Inc. Transaction History

Exencial Wealth Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$134.53 - $171.36 $269 - $342	2 Added 0.05%	4,005 $655,000
Q3 2022 Nov 08, 2022	SELL	$126.67 - $170.64 $126 - $170	-1 Reduced 0.02%	4,003 $508,000
Q2 2022 Aug 11, 2022	BUY	$149.61 - $177.28 $598 - $709	4 Added 0.1%	4,004 $623,000
Q4 2021 Feb 10, 2022	SELL	$123.68 - $196.26 $185,520 - $294,390	-1,500 Reduced 27.27%	4,000 $562,000
Q3 2020 Nov 13, 2020	SELL	$137.84 - $170.27 $689 - $851	-5 Reduced 0.09%	5,500 $764,000
Q2 2020 Aug 17, 2020	BUY	$93.17 - $180.49 $465 - $902	5 Added 0.09%	5,505 $908,000
Q1 2019 May 08, 2019	BUY	$134.58 - $191.99 $201,870 - $287,985	1,500 Added 37.5%	5,500 $1.06 Million
Q4 2018 Feb 06, 2019	BUY	$131.35 - $199.87 $525,400 - $799,480	4,000 New	4,000 $560,000

463

41.8M

519K

15.6K

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, ...

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