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 909,989 shares of WEX stock, worth $158 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares
909,989
Previous 914,250 0.47%
Holding current value
$158 Million
Previous $162 Million 17.85%
% of portfolio
1.73%
Previous 1.54%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WEX Inc.


  • Ticker WEX
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 43,593,100
  • Market Cap $7.55B
  • 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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