DT Investment Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$111K | 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% | +$94.1K | 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% | +$10.8K | 0.01% | 172 |
|
|
2023
Q2 | $76.6K | Hold |
1,675
| – | – | 0.01% | 188 |
|
|
2023
Q1 | $67.7K | Buy |
1,675
+1,051
| +168% | +$42.5K | 0.01% | 191 |
|
|
2022
Q4 | $25.8K | Hold |
624
| – | – | ﹤0.01% | 244 |
|
|
2022
Q3 | $25K | Buy |
+624
| New | +$25K | ﹤0.01% | 238 |
|
|
2020
Q3 | – | Sell |
-37,233
| Closed | -$953K | – | 118 |
|
|
2020
Q2 | $953K | Buy |
+37,233
| New | +$953K | 0.12% | 70 |
|