A detailed history of Steward Partners Investment Advisory, LLC transactions in Wex Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 135 shares of WEX stock, worth $27,330. This represents 0.0% of its overall portfolio holdings.

Number of Shares
135
Previous 159 15.09%
Holding current value
$27,330
Previous $37,000 37.84%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2024

SELL
$169.4 - $242.22 $4,065 - $5,813
-24 Reduced 15.09%
135 $23,000
Q1 2024

May 15, 2024

SELL
$194.4 - $237.53 $1,944 - $2,375
-10 Reduced 5.92%
159 $37,000
Q4 2023

Feb 12, 2024

BUY
$163.32 - $196.49 $12,249 - $14,736
75 Added 79.79%
169 $32,000
Q1 2023

May 15, 2023

SELL
$160.8 - $201.27 $1,447 - $1,811
-9 Reduced 8.74%
94 $17,000
Q3 2022

Nov 10, 2022

BUY
$126.67 - $170.64 $2,913 - $3,924
23 Added 28.75%
103 $13,000
Q3 2021

Nov 12, 2021

BUY
$164.23 - $202.85 $3,941 - $4,868
24 Added 42.86%
80 $14,000
Q4 2020

Feb 11, 2021

BUY
$126.0 - $204.76 $2,016 - $3,276
16 Added 40.0%
56 $11,000
Q2 2020

Aug 06, 2020

SELL
$93.17 - $180.49 $2,422 - $4,692
-26 Reduced 39.39%
40 $7,000
Q1 2020

Apr 29, 2020

BUY
$83.23 - $235.13 $3,329 - $9,405
40 Added 153.85%
66 $6,000
Q3 2019

Oct 30, 2019

BUY
$188.85 - $221.02 $4,910 - $5,746
26 New
26 $5,000
Q4 2018

Jan 15, 2019

SELL
$131.35 - $199.87 $2,364 - $3,597
-18 Closed
0 $0
Q3 2018

Oct 23, 2018

BUY
$180.63 - $200.76 $3,251 - $3,613
18 New
18 $4,000

Others Institutions Holding WEX

About WEX Inc.


  • Ticker WEX
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 43,593,100
  • Market Cap $8.83B
  • 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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