Wells Fargo’s MoneyLion Inc. ML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,748
| Closed | -$757K | – | 7481 |
|
|
2025
Q1 | $757K | Buy |
8,748
+211
| +2% | +$18.3K | ﹤0.01% | 3832 |
|
|
2024
Q4 | $734K | Buy |
8,537
+1,220
| +17% | +$82.3K | ﹤0.01% | 3921 |
|
|
2024
Q3 | $304K | Buy |
7,317
+84
| +1% | +$4.55K | ﹤0.01% | 4304 |
|
|
2024
Q2 | $532K | Buy |
7,233
+2,691
| +59% | +$211K | ﹤0.01% | 3870 |
|
|
2024
Q1 | $324K | Buy |
4,542
+4,501
| +10,978% | +$252K | ﹤0.01% | 4175 |
|
|
2023
Q4 | $2.57K | Buy |
41
+2
| +5% | +$67 | ﹤0.01% | 6062 |
|
|
2023
Q3 | $844 | Buy |
39
+9
| +30% | +$149 | ﹤0.01% | 6239 |
|
|
2023
Q2 | $360 | Sell |
30
-834
| -97% | -$10.1K | ﹤0.01% | 6552 |
|
|
2023
Q1 | $14.7K | Buy |
+864
| New | +$18K | ﹤0.01% | 5737 |
|
|
2022
Q4 | – | Sell |
-13
| Closed | – | – | 7926 |
|
|
2022
Q3 | $0 | Sell |
13
-43
| -77% | -$1.97K | ﹤0.01% | 7857 |
|
|
2022
Q2 | $2K | Buy |
56
+37
| +195% | +$1.97K | ﹤0.01% | 6429 |
|
|
2022
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 6917 |
|
|
2021
Q4 | $2K | Sell |
19
-4
| -17% | -$614 | ﹤0.01% | 6936 |
|
|
2021
Q3 | $4K | Buy |
23
+16
| +229% | +$4.69K | ﹤0.01% | 6466 |
|
|
2021
Q2 | $2K | Sell |
7
-33
| -83% | -$9.83K | ﹤0.01% | 6587 |
|
|
2021
Q1 | $12K | Buy |
+40
| New | +$13.3K | ﹤0.01% | 6295 |
|