Ifp Advisors, Inc Wex Inc. Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Wex Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 64 shares of WEX stock, worth $11,461. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 69 7.25%

Holding current value

$11,461

Previous $16,000 31.25%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$169.4 - $242.22 $847 - $1,211	-5 Reduced 7.25%	64 $11,000
Q1 2024 Jul 30, 2024	BUY	$194.4 - $237.53 $11,469 - $14,014	59 Added 590.0%	69 $16,000
Q3 2023 Oct 12, 2023	SELL	$181.33 - $202.96 $48,777 - $54,596	-269 Reduced 96.42%	10 $1,000
Q2 2023 Aug 04, 2023	BUY	$165.85 - $191.39 $829 - $956	5 Added 1.82%	279 $50,000
Q1 2023 Apr 18, 2023	SELL	$160.8 - $201.27 $22,029 - $27,573	-137 Reduced 33.33%	274 $50,000
Q4 2022 Feb 07, 2023	BUY	$134.53 - $171.36 $7,533 - $9,596	56 Added 15.77%	411 $97,000
Q3 2022 Nov 08, 2022	BUY	$126.67 - $170.64 $886 - $1,194	7 Added 2.01%	355 $90,000
Q2 2022 Sep 06, 2022	BUY	$149.61 - $177.28 $52,064 - $61,693	348 New	348 $88,000
Q2 2022 Aug 12, 2022	SELL	$149.61 - $177.28 $52,064 - $61,693	-348 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$143.6 - $182.08 $21,827 - $27,676	-152 Reduced 30.4%	348 $62,000
Q1 2022 Aug 08, 2022	BUY	$143.6 - $182.08 $6,174 - $7,829	43 Added 9.41%	500 $89,000
Q4 2021 Jan 12, 2022	BUY	$123.68 - $196.26 $5,936 - $9,420	48 Added 11.74%	457 $94,000
Q3 2021 Oct 06, 2021	BUY	$164.23 - $202.85 $26,769 - $33,064	163 Added 66.26%	409 $90,000
Q2 2021 Jul 13, 2021	BUY	$187.76 - $229.02 $1,689 - $2,061	9 Added 3.8%	246 $47,000
Q1 2021 Apr 30, 2021	SELL	$187.22 - $230.0 $4,680 - $5,750	-25 Reduced 9.54%	237 $44,000
Q4 2020 Jan 25, 2021	BUY	$126.0 - $204.76 $14,112 - $22,933	112 Added 74.67%	262 $50,000
Q3 2020 Oct 29, 2020	SELL	$137.84 - $170.27 $1,378 - $1,702	-10 Reduced 6.25%	150 $23,000
Q2 2020 Aug 05, 2020	SELL	$93.17 - $180.49 $10,994 - $21,297	-118 Reduced 42.45%	160 $24,000
Q1 2020 May 12, 2020	SELL	$83.23 - $235.13 $1,498 - $4,232	-18 Reduced 6.08%	278 $32,000
Q4 2019 Jan 17, 2020	BUY	$189.18 - $209.46 $5,864 - $6,493	31 Added 11.7%	296 $62,000
Q3 2019 Nov 07, 2019	BUY	$188.85 - $221.02 $49,289 - $57,686	261 Added 6525.0%	265 $56,000
Q1 2019 May 15, 2019	SELL	$134.58 - $191.99 $15,207 - $21,694	-113 Reduced 96.58%	4 $1,000
Q4 2018 Jan 23, 2019	SELL	$131.35 - $199.87 $13,003 - $19,787	-99 Reduced 45.83%	117 $16,000
Q3 2018 Oct 25, 2018	BUY	$180.63 - $200.76 $21,314 - $23,689	118 Added 120.41%	216 $0
Q2 2018 Aug 07, 2018	BUY	$152.55 - $192.54 $4,576 - $5,776	30 Added 44.12%	98 $0
Q1 2018 Jun 03, 2019	SELL	$135.52 - $160.9 $16,126 - $19,147	-119 Reduced 63.64%	68 $10,000
Q1 2018 May 09, 2018	BUY	$135.52 - $160.9 $16,126 - $19,147	119 Added 175.0%	187 $0
Q4 2017 Jan 24, 2018	BUY	$111.98 - $141.23 $559 - $706	5 Added 7.94%	68 $0
Q3 2017 Oct 30, 2017	BUY	$101.8 - $114.72 $509 - $573	5 Added 8.62%	63 $7,000
Q1 2017 Jun 03, 2019	SELL	N/A	-2 Reduced 3.33%	58 $6,000
Q4 2016 Jun 03, 2019	BUY	N/A	32 Added 114.29%	60 $7,000
Q2 2016 Jun 03, 2019	BUY	N/A	24 Added 600.0%	28 $2,000
Q1 2016 Jun 03, 2019	BUY	N/A	4	4 $1,000

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 $7.81B
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, ...

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