Invenio Wealth 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 |
-3,248
| Closed | -$233K | – | 105 |
|
|
2025
Q1 | $233K | Sell |
3,248
-535
| -14% | -$38.4K | 0.1% | 84 |
|
|
2024
Q4 | $266K | Hold |
3,783
| – | – | 0.11% | 85 |
|
|
2024
Q3 | $214K | Hold |
3,783
| – | – | 0.09% | 96 |
|
|
2024
Q2 | $225K | Sell |
3,783
-284
| -7% | -$16.9K | 0.11% | 88 |
|
|
2024
Q1 | $236K | Buy |
+4,067
| New | +$236K | 0.13% | 88 |
|