Everpar Advisors’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
$818K Buy
2025
Q2
$678K Buy
2025
Q1
$522K Buy
2024
Q4
$506K Sell
2024
Q3
$448K Sell
2024
Q2
$484K Buy
2024
Q1
$441K Sell
2023
Q4
$894K Buy