Alpha Family Trust’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 | $578K | Hold |
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|
2025
Q1 | $518K | Hold |
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|
2024
Q4 | $507K | Hold |
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|
2024
Q3 | $408K | Hold |
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|
2024
Q2 | $429K | Hold |
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|
2024
Q1 | $418K | Hold |
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|
2023
Q4 | $355K | Hold |
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|
2023
Q3 | $295K | Hold |
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $379K | Buy |
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|
2022
Q3 | $289K | Buy |
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