Wells Fargo’s Forge Global Holdings FRGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Buy |
176,717
+4,336
| +3% | +$82.6K | ﹤0.01% | 2506 |
|
|
2025
Q1 | $1.45M | Buy |
172,381
+151
| +0.1% | +$1.27K | ﹤0.01% | 3046 |
|
|
2024
Q4 | $2.4M | Buy |
172,230
+1,046
| +0.6% | +$14.6K | ﹤0.01% | 2685 |
|
|
2024
Q3 | $3.36M | Buy |
171,184
+151
| +0.1% | +$2.97K | ﹤0.01% | 2411 |
|
|
2024
Q2 | $3.75M | Buy |
171,033
+769
| +0.5% | +$16.8K | ﹤0.01% | 2261 |
|
|
2024
Q1 | $4.93M | Buy |
170,264
+333
| +0.2% | +$9.64K | ﹤0.01% | 2040 |
|
|
2023
Q4 | $8.74M | Buy |
169,931
+432
| +0.3% | +$22.2K | ﹤0.01% | 1637 |
|
|
2023
Q3 | $5.16M | Sell |
169,499
-975
| -0.6% | -$29.7K | ﹤0.01% | 1941 |
|
|
2023
Q2 | $6.21M | Buy |
170,474
+2,741
| +2% | +$99.9K | ﹤0.01% | 1871 |
|
|
2023
Q1 | $4.4M | Hold |
167,733
| – | – | ﹤0.01% | 2097 |
|
|
2022
Q4 | $4.35M | Buy |
167,733
+2
| +0% | +$52 | ﹤0.01% | 2065 |
|
|
2022
Q3 | $4.4M | Hold |
167,731
| – | – | ﹤0.01% | 1989 |
|
|
2022
Q2 | $26.2M | Buy |
167,731
+45
| +0% | +$7.03K | 0.01% | 941 |
|
|
2022
Q1 | $85.2M | Buy |
+167,686
| New | +$85.2M | 0.02% | 536 |
|
|
2021
Q3 | – | Sell |
-16,912
| Closed | -$2.48M | – | 6777 |
|
|
2021
Q2 | $2.48M | Hold |
16,912
| – | – | ﹤0.01% | 3336 |
|
|
2021
Q1 | $2.49M | Buy |
+16,912
| New | +$2.49M | ﹤0.01% | 3311 |
|