Aviso Financial’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,069
Closed -$286K 392
2024
Q3
$286K Sell
5,069
-289
-5% -$16.3K 0.01% 231
2024
Q2
$318K Buy
+5,358
New +$318K 0.02% 213