Trifecta Capital Advisors’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
Q2 | $12.2K | Hold |
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|
2025
Q1 | $10.9K | Hold |
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|
2024
Q4 | $10.7K | Hold |
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|
2024
Q3 | $8.59K | Hold |
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|
2024
Q2 | $9.03K | Hold |
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|
2024
Q1 | $8.81K | Hold |
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|
2023
Q4 | $7.48K | Sell |
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|
2023
Q3 | $47.1K | Hold |
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|
2023
Q2 | $49.2K | Buy |
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|
2023
Q1 | $5.68K | Hold |
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|
2022
Q4 | $6.28K | Buy |
|