Twin Focus Capital Partners’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 | $324K | Hold |
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|
2025
Q1 | $291K | Hold |
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|
2024
Q4 | $284K | Hold |
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|
2024
Q3 | $229K | Hold |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $235K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $349K | Sell |
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|
2023
Q1 | $624K | Buy |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $311K | Sell |
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|
2022
Q2 | $304K | Sell |
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|
2022
Q1 | $376K | Buy |
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|
2021
Q4 | $364K | Buy |
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|
2021
Q3 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $793K | Buy |
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|
2019
Q3 | $247K | Hold |
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|
2019
Q2 | $232K | Buy |
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