Persistent Asset Partners’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
Sell
-10,765
Closed -$773K 197
2025
Q1
$773K Sell
10,765
-1,663
-13% -$119K 0.65% 45
2024
Q4
$979K Buy
+12,428
New +$979K 0.81% 36