Partners Capital Investment Group’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,079	Closed	-$348K	–	271
2023 Q4	$348K	Buy	+7,079	New	+$348K	0.01%	203
2017 Q4	–	Sell	-12,028	Closed	-$663K	–	82
2017 Q3	$663K	Buy	+12,028	New	+$663K	0.11%	35