First Trust Direct Indexing’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$5.53M Buy
2024
Q2
$5.15M Buy
2024
Q1
$4.58M Buy
2023
Q4
$3.58M Buy
2023
Q3
$2.58M Buy
2023
Q2
$2.63M Buy
2023
Q1
$2.09M Sell
2022
Q4
$2.35M Sell
2022
Q3
$2.35M Buy
2022
Q2
$2.2M Buy
2022
Q1
$2.41M Buy
2021
Q4
$2.28M Buy
2021
Q3
$2.12M Buy
2021
Q2
$1.86M Buy
2021
Q1
$1.26M Buy
2020
Q4
$961K Buy