A detailed history of Retirement Planning CO Of New England, Inc. transactions in Wex Inc. stock. As of the latest transaction made, Retirement Planning CO Of New England, Inc. holds 1,845 shares of WEX stock, worth $320,642. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,845
Previous 1,671 10.41%
Holding current value
$320,642
Previous $296,000 30.41%
% of portfolio
0.2%
Previous 0.16%

Shares

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

Nov 12, 2024

BUY
$168.01 - $209.77 $29,233 - $36,499
174 Added 10.41%
1,845 $386,000
Q2 2024

Aug 08, 2024

BUY
$169.4 - $242.22 $23,038 - $32,941
136 Added 8.86%
1,671 $296,000
Q1 2024

May 06, 2024

SELL
$194.4 - $237.53 $3,888 - $4,750
-20 Reduced 1.29%
1,535 $364,000
Q4 2023

Feb 12, 2024

BUY
$163.32 - $196.49 $63,041 - $75,845
386 Added 33.02%
1,555 $302,000
Q3 2023

Nov 13, 2023

SELL
$181.33 - $202.96 $2,719 - $3,044
-15 Reduced 1.27%
1,169 $219,000
Q2 2023

Aug 11, 2023

BUY
$165.85 - $191.39 $196,366 - $226,605
1,184 New
1,184 $215,000

Others Institutions Holding WEX

About WEX Inc.


  • Ticker WEX
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 43,593,100
  • Market Cap $7.58B
  • 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

Track Retirement Planning CO Of New England, Inc. Portfolio

Follow Retirement Planning CO Of New England, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning CO Of New England, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning CO Of New England, Inc. with notifications on news.