NEOS Investment 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
$20.7M Buy
2025
Q1
$16.2M Buy
2024
Q4
$12.8M Buy
2024
Q3
$9.69M Buy
2024
Q2
$8.07M Buy
2024
Q1
$5.33M Buy
2023
Q4
$2.54M Buy
2023
Q3
$1.64M Buy