Chapin Davis’s Wells Fargo WFC Stock Holding History

Chapin Davis’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$413K	Buy
2025 Q2	$394K	Sell
2025 Q1	$355K	Sell
2024 Q4	$285K	Hold
2024 Q3	$285K	Sell
2024 Q2	$305K	Sell
2024 Q1	$299K	Sell
2023 Q4	$267K	Sell
2023 Q3	$227K	Buy
2023 Q2	$213K	Buy