Wey shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Wey (WEYS) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Wey
Tip: Access up to 7 years of quarterly data
All positions including Wey held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wey by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $707k | 23k | 30.48 |
| 2024-12-31 | $1.3M | 34k | 37.55 |
| 2024-09-30 | $857k | 25k | 34.04 |
| 2024-06-30 | $580k | 19k | 30.32 |
| 2024-03-31 | $545k | 17k | 31.88 |
| 2023-09-30 | $317k | 13k | 25.35 |
| 2023-06-30 | $236k | 8.8k | 26.69 |
| 2023-03-31 | $206k | 8.1k | 25.30 |
| 2022-06-30 | $298k | 12k | 24.43 |
| 2022-03-31 | $300k | 12k | 24.76 |
| 2021-12-31 | $206k | 8.6k | 23.91 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management