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 |
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|
2024
Q3 | $5.53M | Buy |
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|
2024
Q2 | $5.15M | Buy |
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|
2024
Q1 | $4.58M | Buy |
|
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|
2023
Q4 | $3.58M | Buy |
|
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|
2023
Q3 | $2.58M | Buy |
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|
2023
Q2 | $2.63M | Buy |
|
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|
2023
Q1 | $2.09M | Sell |
|
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|
2022
Q4 | $2.35M | Sell |
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|
2022
Q3 | $2.35M | Buy |
|
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|
2022
Q2 | $2.2M | Buy |
|
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|
2022
Q1 | $2.41M | Buy |
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|
2021
Q4 | $2.28M | Buy |
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|
2021
Q3 | $2.12M | Buy |
|
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|
2021
Q2 | $1.86M | Buy |
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|
2021
Q1 | $1.26M | Buy |
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|
2020
Q4 | $961K | Buy |
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