Coppell Advisory Solutions Corp’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$2.77M Buy
+47,851
New +$2.77M 0.52% 43
2023
Q1
$1.38M Buy
36,782
+7,105
+24% +$266K 0.45% 55
2022
Q4
$1.23M Buy
+29,677
New +$1.23M 0.42% 62