A detailed history of Spire Wealth Management transactions in Wex Inc. stock. As of the latest transaction made, Spire Wealth Management holds 192 shares of WEX stock, worth $34,366. This represents 0.0% of its overall portfolio holdings.

Number of Shares
192
Previous 192 -0.0%
Holding current value
$34,366
Previous $37,000 21.62%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

SELL
$181.33 - $202.96 $5,258 - $5,885
-29 Reduced 13.12%
192 $36,000
Q1 2023

May 09, 2023

BUY
$160.8 - $201.27 $12,703 - $15,900
79 Added 55.63%
221 $40,000
Q3 2022

Nov 07, 2022

SELL
$126.67 - $170.64 $380 - $511
-3 Reduced 2.07%
142 $18,000
Q2 2022

Jul 22, 2022

BUY
$149.61 - $177.28 $448 - $531
3 Added 2.11%
145 $23,000
Q1 2022

Apr 18, 2022

SELL
$143.6 - $182.08 $31,879 - $40,421
-222 Reduced 60.99%
142 $25,000
Q3 2021

Oct 22, 2021

BUY
$164.23 - $202.85 $1,313 - $1,622
8 Added 2.25%
364 $64,000
Q2 2021

Jul 26, 2021

SELL
$187.76 - $229.02 $18,776 - $22,902
-100 Reduced 21.93%
356 $69,000
Q1 2021

May 21, 2021

BUY
$187.22 - $230.0 $85,372 - $104,880
456 New
456 $95,000

Others Institutions Holding WEX

About WEX Inc.


  • Ticker WEX
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 43,593,100
  • Market Cap $7.8B
  • 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 Spire Wealth Management Portfolio

Follow Spire Wealth Management 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 Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.