Optas LLC’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 | $536K | Sell |
6,689
-6,151
| -48% | -$493K | 0.1% | 122 |
|
|
2025
Q1 | $922K | Buy |
12,840
+6,548
| +104% | +$470K | 0.16% | 69 |
|
|
2024
Q4 | $442K | Buy |
6,292
+1,185
| +23% | +$83.2K | 0.1% | 127 |
|
|
2024
Q3 | $288K | Sell |
5,107
-269
| -5% | -$15.2K | 0.07% | 175 |
|
|
2024
Q2 | $319K | Buy |
5,376
+466
| +9% | +$27.7K | 0.08% | 131 |
|
|
2024
Q1 | $285K | Buy |
4,910
+83
| +2% | +$4.81K | 0.08% | 149 |
|
|
2023
Q4 | $238K | Buy |
+4,827
| New | +$238K | 0.07% | 160 |
|
|
2022
Q2 | – | Sell |
-8,294
| Closed | -$401K | – | 155 |
|
|
2022
Q1 | $401K | Sell |
8,294
-336
| -4% | -$16.2K | 0.13% | 97 |
|
|
2021
Q4 | $414K | Sell |
8,630
-3,939
| -31% | -$189K | 0.12% | 105 |
|
|
2021
Q3 | $583K | Sell |
12,569
-284
| -2% | -$13.2K | 0.17% | 83 |
|
|
2021
Q2 | $582K | Buy |
12,853
+5,548
| +76% | +$251K | 0.17% | 83 |
|
|
2021
Q1 | $285K | Buy |
+7,305
| New | +$285K | 0.09% | 113 |
|