A detailed history of Jfs Wealth Advisors, LLC transactions in Wex Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 28 shares of WEX stock, worth $4,806. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28
Previous 21 33.33%
Holding current value
$4,806
Previous $3,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$168.01 - $209.77 $1,176 - $1,468
7 Added 33.33%
28 $5,000
Q2 2024

Jul 15, 2024

BUY
$169.4 - $242.22 $508 - $726
3 Added 16.67%
21 $3,000
Q4 2023

Feb 07, 2024

SELL
$163.32 - $196.49 $489 - $589
-3 Reduced 14.29%
18 $3,000
Q3 2023

Nov 02, 2023

BUY
$181.33 - $202.96 $543 - $608
3 Added 16.67%
21 $3,000
Q1 2023

Apr 19, 2023

BUY
$160.8 - $201.27 $482 - $603
3 Added 20.0%
18 $3,000
Q4 2022

Feb 13, 2023

BUY
$134.53 - $171.36 $403 - $514
3 Added 25.0%
15 $2,000
Q3 2022

Oct 21, 2022

BUY
$126.67 - $170.64 $506 - $682
4 Added 50.0%
12 $2,000
Q2 2022

Aug 02, 2022

BUY
$149.61 - $177.28 $149 - $177
1 Added 14.29%
8 $1,000
Q3 2021

Nov 09, 2021

BUY
$164.23 - $202.85 $1,149 - $1,419
7 New
7 $1,000

Others Institutions Holding WEX

About WEX Inc.


  • Ticker WEX
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 43,593,100
  • Market Cap $7.48B
  • 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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