SPA
Sherbrooke Park Advisers’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
14,145
+6,826
| +93% | +$547K | 0.49% | 30 |
|
|
2025
Q1 | $525K | Buy |
+7,319
| New | +$525K | 0.24% | 124 |
|
|
2024
Q4 | – | Sell |
-9,140
| Closed | -$516K | – | 1201 |
|
|
2024
Q3 | $516K | Sell |
9,140
-28,022
| -75% | -$1.58M | 0.12% | 302 |
|
|
2024
Q2 | $2.21M | Buy |
37,162
+13,897
| +60% | +$825K | 0.39% | 17 |
|
|
2024
Q1 | $1.35M | Buy |
23,265
+13,331
| +134% | +$773K | 0.26% | 92 |
|
|
2023
Q4 | $489K | Buy |
9,934
+81
| +0.8% | +$3.99K | 0.23% | 166 |
|
|
2023
Q3 | $403K | Buy |
+9,853
| New | +$403K | 0.13% | 285 |
|