FPAS
Focus Partners Advisor Solutions’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Sell |
46,517
-4,345
| -9% | -$348K | 0.05% | 174 |
|
|
2025
Q1 | $3.65M | Buy |
50,862
+1,812
| +4% | +$130K | 0.06% | 162 |
|
|
2024
Q4 | $3.45M | Buy |
49,050
+4,377
| +10% | +$307K | 0.06% | 154 |
|
|
2024
Q3 | $2.52M | Buy |
44,673
+564
| +1% | +$31.9K | 0.05% | 171 |
|
|
2024
Q2 | $2.62M | Buy |
44,109
+4,202
| +11% | +$250K | 0.07% | 140 |
|
|
2024
Q1 | $2.31M | Buy |
39,907
+22,835
| +134% | +$1.32M | 0.07% | 145 |
|
|
2023
Q4 | $840K | Sell |
17,072
-654
| -4% | -$32.2K | 0.04% | 183 |
|
|
2023
Q3 | $724K | Buy |
17,726
+11,404
| +180% | +$466K | 0.04% | 202 |
|
|
2023
Q2 | $270K | Buy |
6,322
+761
| +14% | +$32.5K | 0.02% | 309 |
|
|
2023
Q1 | $208K | Buy |
5,561
+144
| +3% | +$5.38K | 0.01% | 329 |
|
|
2022
Q4 | $224K | Sell |
5,417
-14,840
| -73% | -$613K | 0.02% | 306 |
|
|
2022
Q3 | $815K | Buy |
20,257
+14,079
| +228% | +$566K | 0.05% | 174 |
|
|
2022
Q2 | $242K | Sell |
6,178
-82
| -1% | -$3.21K | 0.02% | 296 |
|
|
2022
Q1 | $305K | Buy |
+6,260
| New | +$305K | 0.03% | 239 |
|