Pathstone Holdings’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 | $33.5M | Buy |
420,378
+23,026
| +6% | +$1.84M | 0.13% | 100 |
|
|
2025
Q1 | $28.5M | Buy |
397,352
+28,328
| +8% | +$2.03M | 0.12% | 124 |
|
|
2024
Q4 | $25.9M | Buy |
369,024
+13,782
| +4% | +$969K | 0.11% | 119 |
|
|
2024
Q3 | $20.1M | Sell |
355,242
-19,155
| -5% | -$1.08M | 0.09% | 163 |
|
|
2024
Q2 | $22.2M | Buy |
374,397
+1,439
| +0.4% | +$85.5K | 0.1% | 140 |
|
|
2024
Q1 | $21.6M | Buy |
372,958
+31,297
| +9% | +$1.81M | 0.1% | 137 |
|
|
2023
Q4 | $16.9M | Buy |
+341,661
| New | +$16.9M | 0.09% | 159 |
|