Optas LLC’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
Q3 | $712K | Buy |
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|
2025
Q2 | $536K | Sell |
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|
2025
Q1 | $922K | Buy |
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|
2024
Q4 | $442K | Buy |
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|
2024
Q3 | $288K | Sell |
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|
2024
Q2 | $319K | Buy |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | $238K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $401K | Sell |
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|
2021
Q4 | $414K | Sell |
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|
2021
Q3 | $583K | Sell |
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|
2021
Q2 | $582K | Buy |
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|
2021
Q1 | $285K | Buy |
|