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GLOBALT Investments’s Wells Fargo WFC Stock Holding History

GLOBALT Investments’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.99M Sell
124,721
-6,131
-5% -$491K 0.38% 34
2025
Q1 		$9.39M Buy
130,852
+1,612
+1% +$116K 0.38% 34
2024
Q4 		$9.08M Buy
129,240
+27,211
+27% +$1.91M 0.35% 32
2024
Q3 		$5.76M Buy
+102,029
New +$5.76M 0.22% 64