EPIQ 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 | $320K | Hold |
4,000
| – | – | 0.16% | 58 |
|
|
2025
Q1 | $287K | Hold |
4,000
| – | – | 0.15% | 62 |
|
|
2024
Q4 | $281K | Sell |
4,000
-853
| -18% | -$59.9K | 0.15% | 63 |
|
|
2024
Q3 | $274K | Sell |
4,853
-1,337
| -22% | -$75.5K | 0.15% | 70 |
|
|
2024
Q2 | $368K | Hold |
6,190
| – | – | 0.25% | 51 |
|
|
2024
Q1 | $359K | Sell |
6,190
-460
| -7% | -$26.7K | 0.24% | 51 |
|
|
2023
Q4 | $327K | Buy |
+6,650
| New | +$327K | 0.23% | 53 |
|