Symmetry 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $237K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $996K | Sell |
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|
2024
Q1 | $1.09M | Hold |
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|
2023
Q4 | $934K | Sell |
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|
2023
Q3 | $1.17M | Hold |
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|
2023
Q2 | $1.22M | Hold |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $3.44M | Sell |
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|
2021
Q4 | $3.9M | Buy |
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|
2021
Q3 | $2.76M | Buy |
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|
2021
Q2 | $1.33M | Hold |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $868K | Sell |
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|
2020
Q3 | $697K | Buy |
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