Wells Fargo’s Expensify EXFY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.1K | Buy |
37,091
+34,902
| +1,594% | +$90.4K | ﹤0.01% | 4809 |
|
|
2025
Q1 | $6.66K | Sell |
2,189
-46
| -2% | -$140 | ﹤0.01% | 5510 |
|
|
2024
Q4 | $7.49K | Buy |
2,235
+6
| +0.3% | +$20 | ﹤0.01% | 5489 |
|
|
2024
Q3 | $4.37K | Buy |
2,229
+180
| +9% | +$353 | ﹤0.01% | 5533 |
|
|
2024
Q2 | $3.05K | Sell |
2,049
-16,518
| -89% | -$24.6K | ﹤0.01% | 5569 |
|
|
2024
Q1 | $34.2K | Buy |
18,567
+3,063
| +20% | +$5.64K | ﹤0.01% | 5022 |
|
|
2023
Q4 | $38.3K | Buy |
15,504
+3,100
| +25% | +$7.66K | ﹤0.01% | 4953 |
|
|
2023
Q3 | $40.3K | Sell |
12,404
-11,966
| -49% | -$38.9K | ﹤0.01% | 4943 |
|
|
2023
Q2 | $194K | Buy |
24,370
+23,659
| +3,328% | +$189K | ﹤0.01% | 4365 |
|
|
2023
Q1 | $5.8K | Sell |
711
-102
| -13% | -$831 | ﹤0.01% | 5693 |
|
|
2022
Q4 | $7.18K | Sell |
813
-522
| -39% | -$4.61K | ﹤0.01% | 5348 |
|
|
2022
Q3 | $20K | Buy |
1,335
+1,271
| +1,986% | +$19K | ﹤0.01% | 5067 |
|
|
2022
Q2 | $1K | Buy |
64
+6
| +10% | +$94 | ﹤0.01% | 6200 |
|
|
2022
Q1 | $1K | Hold |
58
| – | – | ﹤0.01% | 6429 |
|
|
2021
Q4 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 6244 |
|