Canopy Partners’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 | $541K | Buy |
6,757
+138
| +2% | +$11.1K | 0.2% | 98 |
|
|
2025
Q1 | $475K | Buy |
6,619
+88
| +1% | +$6.32K | 0.19% | 106 |
|
|
2024
Q4 | $459K | Buy |
6,531
+24
| +0.4% | +$1.69K | 0.18% | 102 |
|
|
2024
Q3 | $368K | Sell |
6,507
-185
| -3% | -$10.5K | 0.16% | 121 |
|
|
2024
Q2 | $397K | Buy |
6,692
+190
| +3% | +$11.3K | 0.18% | 109 |
|
|
2024
Q1 | $377K | Buy |
6,502
+1,621
| +33% | +$94K | 0.18% | 105 |
|
|
2023
Q4 | $240K | Buy |
+4,881
| New | +$240K | 0.15% | 135 |
|