TW
TritonPoint Wealth’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Sell |
134,508
-2,902
| -2% | -$233K | 1% | 23 |
|
|
2025
Q1 | $9.86M | Sell |
137,410
-1,113
| -0.8% | -$79.9K | 0.94% | 26 |
|
|
2024
Q4 | $9.73M | Sell |
138,523
-5,440
| -4% | -$382K | 0.88% | 26 |
|
|
2024
Q3 | $8.05M | Buy |
143,963
+6,262
| +5% | +$350K | 0.74% | 37 |
|
|
2024
Q2 | $8.18M | Sell |
137,701
-2,325
| -2% | -$138K | 0.79% | 34 |
|
|
2024
Q1 | $6.33M | Buy |
140,026
+2,732
| +2% | +$124K | 0.66% | 41 |
|
|
2023
Q4 | $6.76M | Buy |
+137,294
| New | +$6.76M | 0.66% | 41 |
|