Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Wells Fargo WFC Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q3 		$10.6M Buy
2025
Q2 		$5.8M Sell
2025
Q1 		$5.65M Sell
2024
Q4 		$9.08M Sell
2024
Q3 		$7.43M Sell
2024
Q2 		$8.47M Sell
2024
Q1 		$9.35M Sell
2023
Q4 		$8.39M Buy
2023
Q3 		$6.34M Buy