Quintet Private Bank (Europe)’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-688
| Closed | -$48.3K | – | 218 |
|
|
2024
Q4 | $48.3K | Buy |
+688
| New | +$48.3K | ﹤0.01% | 152 |
|
|
2024
Q1 | – | Sell |
-2,332
| Closed | -$115K | – | 254 |
|
|
2023
Q4 | $115K | Sell |
2,332
-2,750
| -54% | -$135K | 0.01% | 134 |
|
|
2023
Q3 | $208K | Sell |
5,082
-666
| -12% | -$27.2K | 0.01% | 121 |
|
|
2023
Q2 | $249K | Sell |
5,748
-530
| -8% | -$23K | 0.01% | 142 |
|
|
2023
Q1 | $235K | Buy |
+6,278
| New | +$235K | 0.01% | 139 |
|
|
2022
Q2 | $249K | Buy |
+5,748
| New | +$249K | 0.01% | 142 |
|