TritonPoint Wealth’s Wells Fargo WFC Stock Holding History

TritonPoint Wealth’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$11M	Sell
2025 Q2	$10.8M	Sell
2025 Q1	$9.86M	Sell
2024 Q4	$9.73M	Sell
2024 Q3	$8.05M	Buy
2024 Q2	$8.18M	Sell
2024 Q1	$6.33M	Buy
2023 Q4	$6.76M	Buy