Redwood 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 Q4	–	Sell	-3,145	Closed	-$264K	–	364
2025 Q3	$264K	Sell	3,145 -507	-14%	-$41.1K	0.03%	267
2025 Q2	$293K	Sell	3,652 -2,745	-43%	-$198K	0.03%	266
2025 Q1	$459K	Buy	+6,397	New	+$480K	0.05%	242
2024 Q1	–	Sell	-11,149	Closed	-$549K	–	408
2023 Q4	$549K	Buy	+11,149	New	+$481K	0.05%	279
2022 Q3	–	Sell	-31,793	Closed	-$1.25M	–	289
2022 Q2	$1.25M	Buy	31,793 +3,167	+11%	+$139K	0.21%	89
2022 Q1	$1.39M	Buy	28,626 +230	+0.8%	+$12.3K	0.21%	92
2021 Q4	$1.37M	Buy	28,396 +18,816	+196%	+$926K	0.18%	161
2021 Q3	$445K	Buy	9,580 +3,795	+66%	+$176K	0.06%	240
2021 Q2	$262K	Buy	+5,785	New	+$258K	0.04%	247