TPI
Trust Point Inc’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Sell |
46,663
-1,377
| -3% | -$110K | 0.35% | 31 |
|
|
2025
Q1 | $3.45M | Sell |
48,040
-4,687
| -9% | -$336K | 0.31% | 36 |
|
|
2024
Q4 | $3.7M | Buy |
52,727
+1,767
| +3% | +$124K | 0.26% | 38 |
|
|
2024
Q3 | $2.88M | Sell |
50,960
-384
| -0.7% | -$21.7K | 0.22% | 45 |
|
|
2024
Q2 | $3.05M | Sell |
51,344
-1,126
| -2% | -$66.9K | 0.24% | 42 |
|
|
2024
Q1 | $3.04M | Buy |
52,470
+1,705
| +3% | +$98.8K | 0.24% | 48 |
|
|
2023
Q4 | $2.5M | Buy |
+50,765
| New | +$2.5M | 0.21% | 52 |
|