Alpha Family Trust’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Hold |
7,220
| – | – | 0.29% | 66 |
|
|
2025
Q1 | $518K | Hold |
7,220
| – | – | 0.3% | 64 |
|
|
2024
Q4 | $507K | Hold |
7,220
| – | – | 0.28% | 55 |
|
|
2024
Q3 | $408K | Hold |
7,220
| – | – | 0.23% | 77 |
|
|
2024
Q2 | $429K | Hold |
7,220
| – | – | 0.25% | 66 |
|
|
2024
Q1 | $418K | Hold |
7,220
| – | – | 0.25% | 68 |
|
|
2023
Q4 | $355K | Hold |
7,220
| – | – | 0.24% | 79 |
|
|
2023
Q3 | $295K | Hold |
7,220
| – | – | 0.22% | 85 |
|
|
2023
Q2 | $308K | Sell |
7,220
-1,145
| -14% | -$48.9K | 0.22% | 77 |
|
|
2023
Q1 | $313K | Sell |
8,365
-820
| -9% | -$30.7K | 0.25% | 78 |
|
|
2022
Q4 | $379K | Buy |
9,185
+2,000
| +28% | +$82.6K | 0.34% | 58 |
|
|
2022
Q3 | $289K | Buy |
+7,185
| New | +$289K | 0.22% | 32 |
|