Plumb Balanced Fund WEX Holdings History
Plumb Balanced Fund's WEX Inc Holding Summary
As of 2025-03-31, WISCONSIN CAPITAL FUNDS INC held - shares of WEX Inc(WEX), totaling N/A. This investment constitutes 0% of their stock portfolio, and WISCONSIN CAPITAL FUNDS INC now holds 0% of the outstanding WEX Inc(WEX) stock.
The initial trade took place in 2020Q1. And since then Plumb Balanced Fund has made 3 purchases of WEX, at an average price of $184.71, for a total of 23,700.00 shares. In addition, there have been 12 sales at an average price of $164.81 for 23,700.00 shares. Based on historical transaction data and WEX's current price of $150.95, Plumb Balanced Fund's estimated gain on his WEX holdings is $-471,511.50, reflecting a -10.77% gain to date.
Plumb Balanced Fund WEX ($150.95) Holding Chart
Plumb Balanced Fund WEX ($150.95) 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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