Focus Partners Advisor Solutions’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
Q2 | $3.73M | Sell |
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|
2025
Q1 | $3.65M | Buy |
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|
2024
Q4 | $3.45M | Buy |
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|
2024
Q3 | $2.52M | Buy |
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|
2024
Q2 | $2.62M | Buy |
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|
2024
Q1 | $2.31M | Buy |
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|
2023
Q4 | $840K | Sell |
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|
2023
Q3 | $724K | Buy |
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|
2023
Q2 | $270K | Buy |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q4 | $224K | Sell |
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|
2022
Q3 | $815K | Buy |
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|
2022
Q2 | $242K | Sell |
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|
2022
Q1 | $305K | Buy |
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