Wells Fargo
ML

Wells Fargo’s MoneyLion Inc. ML Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,748
Closed -$757K 6846
2025
Q1
$757K Buy
8,748
+211
+2% +$18.3K ﹤0.01% 3432
2024
Q4
$734K Buy
8,537
+1,220
+17% +$105K ﹤0.01% 3471
2024
Q3
$304K Buy
7,317
+84
+1% +$3.49K ﹤0.01% 3925
2024
Q2
$532K Buy
7,233
+2,691
+59% +$198K ﹤0.01% 3537
2024
Q1
$324K Buy
4,542
+4,501
+10,978% +$321K ﹤0.01% 3821
2023
Q4
$2.57K Buy
41
+2
+5% +$125 ﹤0.01% 5619
2023
Q3
$844 Buy
39
+9
+30% +$195 ﹤0.01% 5863
2023
Q2
$360 Sell
30
-25,888
-100% -$311K ﹤0.01% 6243
2023
Q1
$14.7K Buy
+25,918
New +$14.7K ﹤0.01% 5419
2022
Q4
Sell
-404
Closed 7487
2022
Q3
$0 Sell
404
-1,262
-76% ﹤0.01% 7434
2022
Q2
$2K Buy
1,666
+1,095
+192% +$1.32K ﹤0.01% 6130
2022
Q1
$1K Buy
571
+2
+0.4% +$4 ﹤0.01% 6560
2021
Q4
$2K Sell
569
-131
-19% -$460 ﹤0.01% 6375
2021
Q3
$4K Buy
700
+500
+250% +$2.86K ﹤0.01% 6134
2021
Q2
$2K Sell
200
-1,000
-83% -$10K ﹤0.01% 6245
2021
Q1
$12K Buy
+1,200
New +$12K ﹤0.01% 5929