A detailed history of Lifestyle Asset Management, Inc. transactions in Wex Inc. stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 4,913 shares of WEX stock, worth $903,500. This represents 0.57% of its overall portfolio holdings.

Number of Shares
4,913
Previous 4,470 9.91%
Holding current value
$903,500
Previous $792 Million 30.13%
% of portfolio
0.57%
Previous 0.45%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$168.01 - $209.77 $74,428 - $92,928
443 Added 9.91%
4,913 $1.03 Billion
Q2 2024

Jul 19, 2024

SELL
$169.4 - $242.22 $101,131 - $144,605
-597 Reduced 11.78%
4,470 $792 Million
Q1 2024

Apr 19, 2024

SELL
$194.4 - $237.53 $9,331 - $11,401
-48 Reduced 0.94%
5,067 $1.2 Billion
Q4 2023

Feb 12, 2024

SELL
$163.32 - $196.49 $83,783 - $100,799
-513 Reduced 9.12%
5,115 $995 Million
Q3 2023

Oct 05, 2023

BUY
$181.33 - $202.96 $1.02 Million - $1.14 Million
5,628 New
5,628 $1.06 Billion

Others Institutions Holding WEX

About WEX Inc.


  • Ticker WEX
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 43,593,100
  • Market Cap $8.02B
  • 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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