Plato Investment Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.74M Buy
2025
Q1
$5.19M Sell
2024
Q4
$5.85M Buy
2024
Q3
$4.21M Buy
2024
Q2
$4.3M Buy
2024
Q1
$3.8M Buy
2023
Q4
$186K Buy