Alta Advisers’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 | $1.38M | Hold |
17,207
| – | – | 0.49% | 32 |
|
|
2025
Q1 | $1.24M | Buy |
17,207
+6,200
| +56% | +$445K | 0.53% | 32 |
|
|
2024
Q4 | $773K | Buy |
11,007
+1,107
| +11% | +$77.8K | 0.49% | 33 |
|
|
2024
Q3 | $559K | Hold |
9,900
| – | – | 0.26% | 42 |
|
|
2024
Q2 | $588K | Hold |
9,900
| – | – | 0.28% | 38 |
|
|
2024
Q1 | $574K | Hold |
9,900
| – | – | 0.28% | 39 |
|
|
2023
Q4 | $487K | Hold |
9,900
| – | – | 0.26% | 44 |
|
|
2023
Q3 | $405K | Hold |
9,900
| – | – | 0.23% | 47 |
|
|
2023
Q2 | $423K | Hold |
9,900
| – | – | 0.24% | 46 |
|
|
2023
Q1 | $370K | Hold |
9,900
| – | – | 0.22% | 53 |
|
|
2022
Q4 | $409K | Hold |
9,900
| – | – | 0.24% | 46 |
|
|
2022
Q3 | $398K | Buy |
+9,900
| New | +$398K | 0.25% | 42 |
|