Loring Wolcott & Coolidge Fiduciary Advisors LLP Wex Inc. Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.2 Billion
  • Q3 2025

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Wex Inc. stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 475,427 shares of WEX stock, worth $65.1 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
475,427
Previous 768,238 38.11%
Holding current value
$65.1 Million
Previous $113 Million 33.63%
% of portfolio
0.67%
Previous 1.02%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$149.2 - $176.26 $43.7 Million - $51.6 Million
-292,811 Reduced 38.11%
475,427 $74.9 Million
Q2 2025

Jul 30, 2025
SELL
$113.47 - $161.8 $2.91 Million - $4.15 Million
-25,619 Reduced 3.23%
768,238 $113 Million
Q1 2025

Apr 24, 2025
SELL
$148.29 - $186.78 $13.3 Million - $16.7 Million
-89,638 Reduced 10.15%
793,857 $125 Million
Q4 2024

Jan 28, 2025
SELL
$167.45 - $216.67 $4.44 Million - $5.74 Million
-26,494 Reduced 2.91%
883,495 $155 Million
Q3 2024

Oct 25, 2024
SELL
$168.01 - $209.77 $715,890 - $893,829
-4,261 Reduced 0.47%
909,989 $191 Million
Q2 2024

Jul 17, 2024
BUY
$169.4 - $242.22 $8.16 Million - $11.7 Million
48,182 Added 5.56%
914,250 $162 Million
Q1 2024

Apr 23, 2024
SELL
$194.4 - $237.53 $57,348 - $70,071
-295 Reduced 0.03%
866,068 $206 Million
Q4 2023

Feb 01, 2024
BUY
$163.32 - $196.49 $3.73 Million - $4.49 Million
22,865 Added 2.71%
866,363 $169 Million
Q3 2023

Nov 03, 2023
BUY
$181.33 - $202.96 $5.08 Million - $5.69 Million
28,013 Added 3.44%
843,498 $159 Million
Q2 2023

Aug 01, 2023
BUY
$165.85 - $191.39 $14.9 Million - $17.2 Million
89,963 Added 12.4%
815,485 $148 Million
Q1 2023

May 02, 2023
BUY
$160.8 - $201.27 $24.2 Million - $30.2 Million
150,220 Added 26.11%
725,522 $133 Million
Q4 2022

Mar 02, 2023
SELL
$134.53 - $171.36 $3.14 Million - $4 Million
-23,339 Reduced 3.9%
575,302 $94.1 Million
Q4 2022

Feb 14, 2023
BUY
$134.53 - $171.36 $23.2 Million - $29.6 Million
172,805 Added 40.58%
598,641 $108 Million
Q3 2022

Oct 25, 2022
BUY
$126.67 - $170.64 $4.87 Million - $6.56 Million
38,439 Added 9.92%
425,836 $54.1 Million
Q2 2022

Jul 26, 2022
BUY
$149.61 - $177.28 $3.88 Million - $4.6 Million
25,954 Added 7.18%
387,397 $60.3 Million
Q1 2022

Apr 13, 2022
BUY
$143.6 - $182.08 $3.75 Million - $4.76 Million
26,130 Added 7.79%
361,443 $64.5 Million
Q4 2021

Feb 14, 2022
SELL
$123.68 - $196.26 $10.7 Million - $17 Million
-86,457 Reduced 20.5%
335,313 $47.1 Million
Q3 2021

Nov 12, 2021
SELL
$164.23 - $202.85 $4.24 Million - $5.24 Million
-25,846 Reduced 5.77%
421,770 $74.3 Million
Q2 2021

Aug 13, 2021
BUY
$187.76 - $229.02 $435,227 - $530,868
2,318 Added 0.52%
447,616 $86.8 Million
Q1 2021

Apr 14, 2021
SELL
$187.22 - $230.0 $2.98 Million - $3.66 Million
-15,910 Reduced 3.45%
445,298 $93.2 Million
Q4 2020

Jan 14, 2021
SELL
$126.0 - $204.76 $13.2 Million - $21.4 Million
-104,404 Reduced 18.46%
461,208 $93.9 Million
Q3 2020

Oct 15, 2020
SELL
$137.84 - $170.27 $14.9 Million - $18.4 Million
-108,149 Reduced 16.05%
565,612 $78.6 Million
Q2 2020

Jul 30, 2020
SELL
$93.17 - $180.49 $43.2 Million - $83.8 Million
-464,109 Reduced 40.79%
673,761 $111 Million
Q1 2020

Apr 15, 2020
SELL
$83.23 - $235.13 $7.86 Million - $22.2 Million
-94,467 Reduced 7.67%
1,137,870 $119 Million
Q4 2019

Jan 22, 2020
BUY
$189.18 - $209.46 $1.24 Million - $1.38 Million
6,578 Added 0.54%
1,232,337 $258 Million
Q3 2019

Nov 05, 2019
BUY
$188.85 - $221.02 $2.17 Million - $2.54 Million
11,472 Added 0.94%
1,225,759 $248 Million
Q2 2019

Aug 09, 2019
BUY
$185.96 - $210.3 $1.79 Million - $2.03 Million
9,644 Added 0.8%
1,214,287 $253 Million
Q1 2019

Apr 08, 2019
BUY
$134.58 - $191.99 $20.5 Million - $29.3 Million
152,398 Added 14.48%
1,204,643 $231 Million
Q4 2018

Feb 13, 2019
BUY
$131.35 - $199.87 $11 Million - $16.7 Million
83,676 Added 8.64%
1,052,245 $147 Million
Q3 2018

Oct 31, 2018
SELL
$180.63 - $200.76 $44,254 - $49,186
-245 Reduced 0.03%
968,569 $194 Million
Q2 2018

Aug 07, 2018
SELL
$152.55 - $192.54 $1.05 Million - $1.33 Million
-6,887 Reduced 0.71%
968,814 $185 Million
Q1 2018

Apr 20, 2018
SELL
$135.52 - $160.9 $481,231 - $571,355
-3,551 Reduced 0.36%
975,701 $153 Million
Q4 2017

Feb 08, 2018
BUY
$111.98 - $141.23 $882,738 - $1.11 Million
7,883 Added 0.81%
979,252 $138 Million
Q3 2017

Oct 27, 2017
BUY
$101.8 - $114.72 $5.52 Million - $6.22 Million
54,187 Added 5.91%
971,369 $109 Million
Q2 2017

Aug 07, 2017
BUY
N/A
917,182
917,182 $0

Others Institutions Holding WEX

# of Institutions
442
Shares Held
39.1M
Call Options Held
22.4K
Put Options Held
14.4K
View Full List

About WEX Inc.

WEX Quotes by TradingView
  • Ticker WEX
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 43,593,100
  • Market Cap $5.97B
  • 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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