AlTi Global’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
$377K Sell
2025
Q1
$390K Buy
2024
Q4
$372K Sell
2024
Q3
$465K Sell
2024
Q2
$1.17M Buy
2024
Q1
$1.09M Buy
2023
Q4
$330K Buy