J. Safra Asset Management’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 | $390K | Buy |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $474K | Buy |
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|
2024
Q3 | $224K | Buy |
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|
2024
Q2 | $200K | Buy |
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|
2024
Q1 | $42.9K | Buy |
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|
2023
Q4 | $4.53K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $67K | Sell |
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|
2016
Q2 | $494K | Sell |
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|
2016
Q1 | $2.12M | Sell |
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|
2015
Q4 | $4.53M | Buy |
|