Moody Aldrich Partners LLC Wex Inc. Transaction History

Moody Aldrich Partners LLC

$503 Million
Q3 2024

A detailed history of Moody Aldrich Partners LLC transactions in Wex Inc. stock. As of the latest transaction made, Moody Aldrich Partners LLC holds 1,933 shares of WEX stock, worth $346,161. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,933

Previous 1,935 0.1%

Holding current value

$346,161

Previous $342,000 18.42%

% of portfolio

0.08%

Previous 0.07%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$168.01 - $209.77 $336 - $419	-2 Reduced 0.1%	1,933 $405,000
Q2 2024 Jul 23, 2024	SELL	$169.4 - $242.22 $169 - $242	-1 Reduced 0.05%	1,935 $342,000
Q1 2024 Apr 29, 2024	SELL	$194.4 - $237.53 $2,332 - $2,850	-12 Reduced 0.62%	1,936 $459,000
Q4 2023 Jan 25, 2024	SELL	$163.32 - $196.49 $653 - $785	-4 Reduced 0.2%	1,948 $378,000
Q3 2023 Nov 07, 2023	SELL	$181.33 - $202.96 $7,797 - $8,727	-43 Reduced 2.16%	1,952 $367,000
Q2 2023 Jul 28, 2023	SELL	$165.85 - $191.39 $16,253 - $18,756	-98 Reduced 4.68%	1,995 $363,000
Q1 2023 Apr 27, 2023	SELL	$160.8 - $201.27 $643 - $805	-4 Reduced 0.19%	2,093 $384,000
Q4 2022 Jan 23, 2023	SELL	$134.53 - $171.36 $3,094 - $3,941	-23 Reduced 1.08%	2,097 $0
Q3 2022 Oct 18, 2022	SELL	$126.67 - $170.64 $506 - $682	-4 Reduced 0.19%	2,120 $269,000
Q2 2022 Jul 18, 2022	SELL	$149.61 - $177.28 $3,141 - $3,722	-21 Reduced 0.98%	2,124 $330,000
Q1 2022 May 10, 2022	BUY	$143.6 - $182.08 $76,395 - $96,866	532 Added 32.98%	2,145 $383,000
Q4 2021 Feb 02, 2022	SELL	$123.68 - $196.26 $2,720 - $4,317	-22 Reduced 1.35%	1,613 $226,000
Q3 2021 Oct 29, 2021	SELL	$164.23 - $202.85 $164 - $202	-1 Reduced 0.06%	1,635 $288,000
Q2 2021 Aug 04, 2021	SELL	$187.76 - $229.02 $4,318 - $5,267	-23 Reduced 1.39%	1,636 $317,000
Q1 2021 May 10, 2021	BUY	$187.22 - $230.0 $49,426 - $60,720	264 Added 18.92%	1,659 $347,000
Q4 2020 Feb 16, 2021	BUY	$126.0 - $204.76 $175,770 - $285,640	1,395 New	1,395 $284,000
Q3 2020 Nov 12, 2020	SELL	$137.84 - $170.27 $246,595 - $304,613	-1,789 Closed	0 $0
Q2 2020 Jul 30, 2020	BUY	$93.17 - $180.49 $166,681 - $322,896	1,789 New	1,789 $295,000
Q1 2020 May 07, 2020	SELL	$83.23 - $235.13 $94,216 - $266,167	-1,132 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$189.18 - $209.46 $214,151 - $237,108	1,132 New	1,132 $237,000

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, ...

More about WEX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moody Aldrich Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moody Aldrich Partners LLC with notifications on news.

Account

Moody Aldrich Partners LLC Wex Inc. Transaction History