Wells Fargo’s Expensify EXFY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$96.1K Buy
2025
Q1
$6.66K Sell
2024
Q4
$7.49K Buy
2024
Q3
$4.37K Buy
2024
Q2
$3.05K Sell
2024
Q1
$34.2K Buy
2023
Q4
$38.3K Buy
2023
Q3
$40.3K Sell
2023
Q2
$194K Buy
2023
Q1
$5.79K Sell
2022
Q4
$7.18K Sell
2022
Q3
$20K Buy
2022
Q2
$1K Buy
2022
Q1
$1K Hold
2021
Q4
$3K Buy