Wells Fargo’s Olo Inc OLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$891K Sell
100,118
-4,944
-5% -$44K ﹤0.01% 3428
2025
Q1
$635K Buy
105,062
+2,407
+2% +$14.5K ﹤0.01% 3514
2024
Q4
$788K Buy
102,655
+54,427
+113% +$418K ﹤0.01% 3429
2024
Q3
$239K Sell
48,228
-741,153
-94% -$3.68M ﹤0.01% 4077
2024
Q2
$3.49M Sell
789,381
-4,594
-0.6% -$20.3K ﹤0.01% 2312
2024
Q1
$4.36M Buy
793,975
+112,352
+16% +$617K ﹤0.01% 2135
2023
Q4
$3.9M Sell
681,623
-137,464
-17% -$786K ﹤0.01% 2171
2023
Q3
$4.96M Sell
819,087
-36,506
-4% -$221K ﹤0.01% 1972
2023
Q2
$5.53M Buy
855,593
+16,550
+2% +$107K ﹤0.01% 1961
2023
Q1
$6.85M Buy
839,043
+69,715
+9% +$569K ﹤0.01% 1765
2022
Q4
$4.81M Buy
769,328
+623,926
+429% +$3.9M ﹤0.01% 2004
2022
Q3
$1.15M Sell
145,402
-7,075
-5% -$55.9K ﹤0.01% 2954
2022
Q2
$1.51M Sell
152,477
-854,224
-85% -$8.43M ﹤0.01% 2845
2022
Q1
$13.3M Buy
1,006,701
+408,221
+68% +$5.41M ﹤0.01% 1543
2021
Q4
$12.5M Sell
598,480
-1,736,051
-74% -$36.1M ﹤0.01% 1609
2021
Q3
$70.1M Buy
2,334,531
+2,130,757
+1,046% +$64M 0.02% 837
2021
Q2
$7.62M Sell
203,774
-338,885
-62% -$12.7M ﹤0.01% 2372
2021
Q1
$14.3M Buy
+542,659
New +$14.3M ﹤0.01% 1854