Iconiq Capital’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	$1.32M	Sell	16,431 -1,138	-6%	-$91.2K	0.02%	87
2025 Q1	$1.26M	Buy	17,569 +3,054	+21%	+$219K	0.02%	78
2024 Q4	$1.02M	Buy	14,515 +7,049	+94%	+$495K	0.02%	82
2024 Q3	$422K	Buy	+7,466	New	+$422K	0.01%	107