Platform Technology Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.04M | Buy |
13,045
+1,449
| +12% | +$124K | 0.2% | 109 |
|
|
2025
Q4 | $1.08M | Sell |
11,596
-1,502
| -11% | -$130K | 0.23% | 99 |
|
|
2025
Q3 | $1.1M | Buy |
13,098
+3,236
| +33% | +$262K | 0.26% | 89 |
|
|
2025
Q2 | $790K | Sell |
9,862
-42
| -0.4% | -$3.03K | 0.21% | 114 |
|
|
2025
Q1 | $711K | Buy |
9,904
+18
| +0.2% | +$1.35K | 0.21% | 110 |
|
|
2024
Q4 | $694K | Sell |
9,886
-1,511
| -13% | -$103K | 0.21% | 104 |
|
|
2024
Q3 | $644K | Buy |
11,397
+2
| +0% | +$113 | 0.2% | 106 |
|
|
2024
Q2 | $677K | Buy |
+11,395
| New | +$673K | 0.23% | 93 |
|
|
2023
Q4 | $523K | Sell |
10,699
-30
| -0.3% | -$1.29K | 0.2% | 110 |
|
|
2023
Q3 | $438K | Sell |
10,729
-573
| -5% | -$24.7K | 0.21% | 110 |
|
|
2023
Q2 | $483K | Sell |
11,302
-308
| -3% | -$12.4K | 0.23% | 103 |
|
|
2023
Q1 | $434K | Buy |
11,610
+946
| +9% | +$41.2K | 0.21% | 110 |
|
|
2022
Q4 | $440K | Sell |
10,664
-300
| -3% | -$13.3K | 0.23% | 110 |
|
|
2022
Q3 | $441K | Buy |
10,964
+700
| +7% | +$30.1K | 0.25% | 103 |
|
|
2022
Q2 | $402K | Buy |
10,264
+366
| +4% | +$16.1K | 0.22% | 113 |
|
|
2022
Q1 | $480K | Sell |
9,898
-112
| -1% | -$5.99K | 0.23% | 112 |
|
|
2021
Q4 | $480K | Sell |
10,010
-75
| -0.7% | -$3.69K | 0.21% | 118 |
|
|
2021
Q3 | $468K | Sell |
10,085
-270
| -3% | -$12.5K | 0.21% | 128 |
|
|
2021
Q2 | $469K | Buy |
+10,355
| New | +$462K | 0.19% | 134 |
|
|
2020
Q4 | $289K | Sell |
9,580
-1,572
| -14% | -$40.7K | 0.14% | 155 |
|
|
2020
Q3 | $262K | Sell |
11,152
-1,788
| -14% | -$44.1K | 0.16% | 144 |
|
|
2020
Q2 | $331K | Buy |
12,940
+571
| +5% | +$15.6K | 0.23% | 117 |
|
|
2020
Q1 | $355K | Buy |
12,369
+4,394
| +55% | +$187K | 0.32% | 94 |
|
|
2019
Q4 | $429K | Buy |
+7,975
| New | +$418K | 0.32% | 97 |
|
Other funds holding WFC
VCM
VPM
