FirstPurpose Wealth’s Wells Fargo WFC Stock Holding History

FirstPurpose Wealth’s Portfolio WFC Stock Details WFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$688K	Sell
2023 Q4	$676K	Buy
2023 Q3	$558K	Buy
2023 Q2	$450K	Buy
2023 Q1	$382K	Buy
2022 Q4	$245K	Buy
2022 Q3	$233K	Buy
2022 Q2	–	Sell
2022 Q1	$212K	Sell
2021 Q4	$223K	Buy