Breakwater Investment Management’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 | $10.4K | Hold |
130
| – | – | ﹤0.01% | 225 |
|
|
2025
Q1 | $9.33K | Sell |
130
-158
| -55% | -$11.3K | ﹤0.01% | 226 |
|
|
2024
Q4 | $20.2K | Hold |
288
| – | – | 0.01% | 190 |
|
|
2024
Q3 | $16.3K | Hold |
288
| – | – | 0.01% | 203 |
|
|
2024
Q2 | $17.1K | Hold |
288
| – | – | 0.01% | 199 |
|
|
2024
Q1 | $16.7K | Buy |
+288
| New | +$16.7K | 0.01% | 196 |
|