Wells Fargo’s Upexi UPXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30
| Closed | -$105 | – | 6653 |
|
|
2024
Q4 | $105 | Buy |
+30
| New | +$105 | ﹤0.01% | 5905 |
|
|
2024
Q2 | – | Sell |
-5
| Closed | -$56 | – | 6995 |
|
|
2024
Q1 | $56 | Hold |
5
| – | – | ﹤0.01% | 6405 |
|
|
2023
Q4 | $111 | Buy |
5
+1
| +25% | +$22 | ﹤0.01% | 6296 |
|
|
2023
Q3 | $140 | Buy |
4
+1
| +33% | +$35 | ﹤0.01% | 6298 |
|
|
2023
Q2 | $140 | Hold |
3
| – | – | ﹤0.01% | 6487 |
|
|
2023
Q1 | $243 | Hold |
3
| – | – | ﹤0.01% | 6403 |
|
|
2022
Q4 | $165 | Hold |
3
| – | – | ﹤0.01% | 6351 |
|
|
2022
Q3 | $0 | Buy |
3
+2
| +200% | – | ﹤0.01% | 7072 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 7188 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 7264 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 7245 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 7164 |
|