AlphaCore Capital’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 | $1.14M | Buy |
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|
2025
Q1 | $774K | Buy |
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|
2024
Q4 | $544K | Buy |
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|
2024
Q3 | $434K | Sell |
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|
2024
Q2 | $460K | Sell |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $372K | Buy |
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|
2023
Q3 | $308K | Sell |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q4 | $209K | Sell |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | $173K | Sell |
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|
2022
Q1 | $219K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $5K | Sell |
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|
2020
Q1 | $9K | Buy |
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