AlTi Global’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 | $377K | Sell |
4,680
-752
| -14% | -$60.5K | 0.01% | 332 |
|
|
2025
Q1 | $390K | Buy |
5,432
+172
| +3% | +$12.3K | 0.01% | 300 |
|
|
2024
Q4 | $372K | Sell |
5,260
-2,980
| -36% | -$211K | 0.01% | 319 |
|
|
2024
Q3 | $465K | Sell |
8,240
-11,435
| -58% | -$646K | 0.01% | 283 |
|
|
2024
Q2 | $1.17M | Buy |
19,675
+799
| +4% | +$47.5K | 0.03% | 199 |
|
|
2024
Q1 | $1.09M | Buy |
18,876
+12,171
| +182% | +$705K | 0.03% | 189 |
|
|
2023
Q4 | $330K | Buy |
+6,705
| New | +$330K | 0.01% | 280 |
|