Trilogy Capital’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 | $268K | Buy |
3,351
+337
| +11% | +$27K | 0.01% | 308 |
|
|
2025
Q1 | $216K | Buy |
+3,014
| New | +$216K | 0.01% | 320 |
|
|
2018
Q4 | – | Sell |
-815
| Closed | -$43K | – | 572 |
|
|
2018
Q3 | $43K | Hold |
815
| – | – | 0.01% | 205 |
|
|
2018
Q2 | $45K | Sell |
815
-35
| -4% | -$1.93K | 0.01% | 192 |
|
|
2018
Q1 | $45K | Buy |
+850
| New | +$45K | 0.01% | 170 |
|