DIP
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DT Investment Partners’s Wells Fargo WFC Stock Holding History

DT Investment Partners’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
2026
Q1 		$322K Sell
4,048
-133
-3% -$11.4K 0.03% 117
2025
Q4 		$390K Buy
4,181
+1,914
+84% +$166K 0.03% 108
2025
Q3 		$190K Hold
2,267
– – 0.02% 150
2025
Q2 		$182K Hold
2,267
– – 0.02% 158
2025
Q1 		$163K Hold
2,267
– – 0.02% 156
2024
Q4 		$159K Sell
2,267
-1,584
-41% -$108K 0.01% 157
2024
Q3 		$218K Buy
3,851
+327
+9% +$18.5K 0.02% 141
2024
Q2 		$209K Buy
3,524
+1,584
+82% +$93.5K 0.02% 139
2024
Q1 		$112K Hold
1,940
– – 0.01% 170
2023
Q4 		$99.3K Hold
1,940
– – 0.01% 175
2023
Q3 		$79.3K Buy
1,940
+265
+16% +$11.4K 0.01% 172
2023
Q2 		$76.6K Hold
1,675
– – 0.01% 188
2023
Q1 		$67.7K Buy
1,675
+1,051
+168% +$45.8K 0.01% 191
2022
Q4 		$25.8K Hold
624
– – ﹤0.01% 244
2022
Q3 		$25K Buy
+624
New +$26.8K ﹤0.01% 238
2020
Q3 		– Sell
-37,233
Closed -$953K – 118
2020
Q2 		$953K Buy
+37,233
New +$1.02M 0.12% 70

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