A detailed history of Portside Wealth Group, LLC transactions in Wex Inc. stock. As of the latest transaction made, Portside Wealth Group, LLC holds 2,936 shares of WEX stock, worth $583,265. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,936
Previous 2,917 0.65%
Holding current value
$583,265
Previous $693 Million 24.94%
% of portfolio
0.1%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

BUY
$169.4 - $242.22 $3,218 - $4,602
19 Added 0.65%
2,936 $520 Million
Q1 2024

Apr 17, 2024

SELL
$194.4 - $237.53 $194 - $237
-1 Reduced 0.03%
2,917 $693 Million
Q4 2023

Jan 16, 2024

SELL
$163.32 - $196.49 $1,796 - $2,161
-11 Reduced 0.38%
2,918 $568 Million
Q3 2023

Oct 27, 2023

BUY
$181.33 - $202.96 $5,802 - $6,494
32 Added 1.1%
2,929 $551 Million
Q2 2023

Sep 01, 2023

SELL
$165.85 - $191.39 $10.1 Million - $11.6 Million
-60,837 Reduced 95.45%
2,897 $527 Million
Q2 2023

Aug 01, 2023

BUY
$165.85 - $191.39 $10.6 Million - $12.2 Million
63,734 New
63,734 $11.6 Million

Others Institutions Holding WEX

About WEX Inc.


  • Ticker WEX
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 43,593,100
  • Market Cap $8.66B
  • 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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