Blueprint Investment Partners’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
Q3 | $854K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $824K | Buy |
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|
2024
Q4 | $768K | Buy |
|
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|
2024
Q3 | $280K | Sell |
|
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|
2024
Q2 | $566K | Buy |
|
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|
2024
Q1 | $446K | Buy |
|
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|
2023
Q4 | $302K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $539K | Buy |
|
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|
2022
Q4 | $587K | Buy |
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|
2022
Q3 | $387K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $633K | Buy |
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|
2021
Q4 | $543K | Buy |
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|
2021
Q3 | $326K | Buy |
|