Trifecta Capital Advisors’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 | $12.2K | Hold |
152
| – | – | ﹤0.01% | 232 |
|
|
2025
Q1 | $10.9K | Hold |
152
| – | – | ﹤0.01% | 213 |
|
|
2024
Q4 | $10.7K | Hold |
152
| – | – | ﹤0.01% | 211 |
|
|
2024
Q3 | $8.59K | Hold |
152
| – | – | ﹤0.01% | 223 |
|
|
2024
Q2 | $9.03K | Hold |
152
| – | – | ﹤0.01% | 222 |
|
|
2024
Q1 | $8.81K | Hold |
152
| – | – | ﹤0.01% | 208 |
|
|
2023
Q4 | $7.48K | Sell |
152
-1,000
| -87% | -$49.2K | ﹤0.01% | 222 |
|
|
2023
Q3 | $47.1K | Hold |
1,152
| – | – | 0.02% | 139 |
|
|
2023
Q2 | $49.2K | Buy |
1,152
+1,000
| +658% | +$42.7K | 0.02% | 143 |
|
|
2023
Q1 | $5.68K | Hold |
152
| – | – | ﹤0.01% | 224 |
|
|
2022
Q4 | $6.28K | Buy |
+152
| New | +$6.28K | ﹤0.01% | 209 |
|