Connectus Wealth’s Wells Fargo WFC Stock Holding History

Connectus Wealth’s Portfolio WFC Stock Details WFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$602K	Buy
2023 Q3	$472K	Buy
2023 Q2	$491K	Buy
2023 Q1	$425K	Sell
2022 Q4	$2.85M	Buy
2022 Q3	$2.74M	Sell
2022 Q2	$2.67M	Sell
2022 Q1	$3.62M	Sell
2021 Q4	$3.88M	Buy