Tradewinds LLC’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,656
| Closed | -$621K | – | 264 |
|
|
2025
Q1 | $621K | Buy |
8,656
+86
| +1% | +$6.17K | 0.18% | 103 |
|
|
2024
Q4 | $684K | Sell |
8,570
-204
| -2% | -$16.3K | 0.19% | 96 |
|
|
2024
Q3 | $496K | Sell |
8,774
-303
| -3% | -$17.1K | 0.15% | 111 |
|
|
2024
Q2 | $539K | Buy |
+9,077
| New | +$539K | 0.17% | 105 |
|