Corient Private Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $133M | Sell |
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|
2025
Q2 | $139M | Buy |
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|
2025
Q1 | $124M | Sell |
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|
2024
Q4 | $130M | Buy |
|
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|
2024
Q3 | $105M | Buy |
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|
2024
Q2 | $102M | Sell |
|
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|
2024
Q1 | $117M | Sell |
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|
2023
Q4 | $100M | Sell |
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|
2023
Q3 | $88.1M | Buy |
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|
2023
Q2 | $89.7M | Buy |
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|
2023
Q1 | $34.2M | Buy |
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|
2022
Q4 | $36M | Buy |
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