DT Investment Partners’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 | $190K | Hold |
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|
2025
Q2 | $182K | Hold |
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|
2025
Q1 | $163K | Hold |
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|
2024
Q4 | $159K | Sell |
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|
2024
Q3 | $218K | Buy |
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|
2024
Q2 | $209K | Buy |
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|
2024
Q1 | $112K | Hold |
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|
2023
Q4 | $99.3K | Hold |
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|
2023
Q3 | $79.3K | Buy |
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|
2023
Q2 | $76.6K | Hold |
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|
2023
Q1 | $67.7K | Buy |
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|
2022
Q4 | $25.8K | Hold |
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|
2022
Q3 | $25K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $953K | Buy |
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