Greenwich Wealth Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,475
Closed -$244K 269
2024
Q4
$244K Buy
+3,475
New +$244K 0.02% 218
2016
Q3
Sell
-1,769
Closed -$313K 218
2016
Q2
$313K Sell
1,769
-52
-3% -$9.2K 0.08% 147
2016
Q1
$312K Buy
+1,821
New +$312K 0.08% 142