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Permanens Capital’s Wells Fargo WFC Stock Holding History

Permanens Capital’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$526K Sell
6,564
-1,080
-14% -$86.5K 0.07% 53
2025
Q1 		$549K Buy
7,644
+1,346
+21% +$96.6K 0.1% 46
2024
Q4 		$442K Sell
6,298
-1,276
-17% -$89.6K 0.08% 43
2024
Q3 		$428K Buy
+7,574
New +$428K 0.09% 45