Belpointe Asset Management’s Wells Fargo WFC Stock Holding History

Belpointe Asset Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.39M	Buy	17,390 +5,621	+48%	+$450K	0.06%	267
2025 Q1	$845K	Buy	11,769 +1,669	+17%	+$120K	0.04%	383
2024 Q4	$591K	Sell	10,100 -800	-7%	-$46.8K	0.04%	473
2024 Q3	$616K	Buy	10,900 +2,242	+26%	+$127K	0.04%	446
2024 Q2	$514K	Sell	8,658 -9,967	-54%	-$592K	0.04%	453
2024 Q1	$1.08M	Buy	18,625 +5,923	+47%	+$343K	0.08%	241
2023 Q4	$625K	Sell	12,702 -51	-0.4%	-$2.51K	0.05%	310
2023 Q3	$521K	Buy	12,753 +3,840	+43%	+$157K	0.05%	326
2023 Q2	$380K	Sell	8,913 -17,692	-66%	-$755K	0.04%	375
2023 Q1	$994K	Sell	26,605 -12,496	-32%	-$467K	0.05%	334
2022 Q4	$1.61M	Sell	39,101 -2,699	-6%	-$111K	0.1%	208
2022 Q3	$1.68M	Sell	41,800 -1,803	-4%	-$72.5K	0.11%	191
2022 Q2	$1.65M	Sell	43,603 -10,913	-20%	-$413K	0.11%	197
2022 Q1	$2.64M	Buy	54,516 +2,696	+5%	+$131K	0.16%	130
2021 Q4	$2.49M	Buy	51,820 +19,194	+59%	+$921K	0.16%	135
2021 Q3	$1.52M	Buy	32,626 +895	+3%	+$41.6K	0.1%	206
2021 Q2	$1.44M	Buy	31,731 +1,146	+4%	+$51.9K	0.1%	215
2021 Q1	$1.2M	Sell	30,585 -5,290	-15%	-$207K	0.1%	217
2020 Q4	$1.08M	Sell	35,875 -9,383	-21%	-$283K	0.1%	235
2020 Q3	$1.07M	Buy	45,258 +10,784	+31%	+$254K	0.12%	192
2020 Q2	$882K	Sell	34,474 -4,145	-11%	-$106K	0.11%	190
2020 Q1	$1.11M	Buy	38,619 +25,570	+196%	+$734K	0.19%	120
2019 Q4	$702K	Buy	13,049 +3,543	+37%	+$191K	0.09%	243
2019 Q3	$479K	Sell	9,506 -260	-3%	-$13.1K	0.08%	288
2019 Q2	$462K	Sell	9,766 -8,533	-47%	-$404K	0.09%	244
2019 Q1	$980K	Buy	18,299 +6,150	+51%	+$329K	0.19%	88
2018 Q4	$560K	Sell	12,149 -3,600	-23%	-$166K	0.14%	157
2018 Q3	$828K	Buy	15,749 +3,266	+26%	+$172K	0.13%	161
2018 Q2	$692K	Buy	+12,483	New	+$692K	0.19%	102
2018 Q1	–	Sell	-3,605	Closed	-$219K	–	492
2017 Q4	$219K	Sell	3,605 -785	-18%	-$47.7K	0.05%	405
2017 Q3	$242K	Buy	+4,390	New	+$242K	0.06%	361