3IP
3Chopt Investment Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Buy |
53,147
+1,857
| +4% | +$149K | 1.02% | 20 |
|
|
2025
Q1 | $3.68M | Buy |
51,290
+3,568
| +7% | +$256K | 0.96% | 21 |
|
|
2024
Q4 | $3.35M | Buy |
47,722
+348
| +0.7% | +$24.4K | 1.15% | 26 |
|
|
2024
Q3 | $2.68M | Buy |
47,374
+1,383
| +3% | +$78.1K | 0.96% | 34 |
|
|
2024
Q2 | $2.73M | Buy |
45,991
+1,065
| +2% | +$63.3K | 0.83% | 31 |
|
|
2024
Q1 | $2.6M | Buy |
44,926
+3,717
| +9% | +$215K | 1.07% | 30 |
|
|
2023
Q4 | $2.03M | Buy |
41,209
+3,119
| +8% | +$154K | 0.75% | 41 |
|
|
2023
Q3 | $1.56M | Buy |
38,090
+420
| +1% | +$17.2K | 0.92% | 38 |
|
|
2023
Q2 | $1.61M | Sell |
37,670
-4,162
| -10% | -$178K | 0.8% | 38 |
|
|
2023
Q1 | $1.56M | Sell |
41,832
-2,360
| -5% | -$88.2K | 0.83% | 39 |
|
|
2022
Q4 | $1.82M | Buy |
+44,192
| New | +$1.82M | 1% | 37 |
|