Beverly Hills Private Wealth, LLC WEX Holdings History
Beverly Hills Private Wealth, LLC's WEX Inc Holding Summary
As of 2025-03-31, Beverly Hills Private Wealth, LLC held 14,395.00 shares of WEX Inc(WEX), totaling $2.26 Mil. This investment constitutes 0.45% of their stock portfolio, and Beverly Hills Private Wealth, LLC now holds 0.04% of the outstanding WEX Inc(WEX) stock.
The initial trade took place in 2024Q3. And since then Beverly Hills Private Wealth, LLC has made 2 purchases of WEX, at an average price of $167.53, for a total of 14,578.00 shares. In addition, there have been 1 sales at an average price of $187.16 for 183.00 shares. Based on historical transaction data and WEX's current price of $150.64, Beverly Hills Private Wealth, LLC's estimated gain on his WEX holdings is $-239,511.40, reflecting a -9.81% gain to date.
Beverly Hills Private Wealth, LLC WEX ($150.64) Holding Chart
Beverly Hills Private Wealth, LLC WEX ($150.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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