Freestone Grove Partners’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-232,518
Closed -$16.7M 872
2025
Q1
$16.7M Sell
232,518
-391,883
-63% -$28.1M 0.17% 178
2024
Q4
$43.9M Buy
+624,401
New +$43.9M 0.54% 64