3Chopt Investment Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Buy |
|
|||||
|
2025
Q1 | $3.68M | Buy |
|
|||||
|
2024
Q4 | $3.35M | Buy |
|
|||||
|
2024
Q3 | $2.68M | Buy |
|
|||||
|
2024
Q2 | $2.73M | Buy |
|
|||||
|
2024
Q1 | $2.6M | Buy |
|
|||||
|
2023
Q4 | $2.03M | Buy |
|
|||||
|
2023
Q3 | $1.56M | Buy |
|
|||||
|
2023
Q2 | $1.61M | Sell |
|
|||||
|
2023
Q1 | $1.56M | Sell |
|
|||||
|
2022
Q4 | $1.82M | Buy |
|