Alta Advisers’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
Q3 | $1.44M | Hold |
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|
2025
Q2 | $1.38M | Hold |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $773K | Buy |
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|
2024
Q3 | $559K | Hold |
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|
2024
Q2 | $588K | Hold |
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|
2024
Q1 | $574K | Hold |
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|
2023
Q4 | $487K | Hold |
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|
2023
Q3 | $405K | Hold |
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|
2023
Q2 | $423K | Hold |
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|
2023
Q1 | $370K | Hold |
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|
2022
Q4 | $409K | Hold |
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|
2022
Q3 | $398K | Buy |
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