Graypoint LLC’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 | $1.34M | Sell |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $923K | Buy |
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|
2024
Q2 | $966K | Buy |
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|
2024
Q1 | $910K | Buy |
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|
2023
Q4 | $738K | Buy |
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|
2023
Q3 | $529K | Buy |
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|
2023
Q2 | $506K | Sell |
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|
2023
Q1 | $495K | Buy |
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|
2022
Q4 | $473K | Buy |
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|
2022
Q3 | $374K | Buy |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $473K | Buy |
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|
2021
Q4 | $220K | Buy |
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