Vertex Planning Partners’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 | $1.13M | Sell |
14,144
-62
| -0.4% | -$4.97K | 0.24% | 63 |
|
|
2025
Q1 | $1.02M | Sell |
14,206
-83
| -0.6% | -$5.96K | 0.22% | 60 |
|
|
2024
Q4 | $1M | Buy |
14,289
+596
| +4% | +$41.9K | 0.22% | 63 |
|
|
2024
Q3 | $774K | Sell |
13,693
-21
| -0.2% | -$1.19K | 0.18% | 62 |
|
|
2024
Q2 | $814K | Buy |
13,714
+105
| +0.8% | +$6.24K | 0.21% | 58 |
|
|
2024
Q1 | $789K | Sell |
13,609
-1,026
| -7% | -$59.5K | 0.22% | 55 |
|
|
2023
Q4 | $720K | Buy |
14,635
+1,065
| +8% | +$52.4K | 0.21% | 59 |
|
|
2023
Q3 | $554K | Sell |
13,570
-2,229
| -14% | -$91.1K | 0.19% | 64 |
|
|
2023
Q2 | $674K | Buy |
15,799
+170
| +1% | +$7.26K | 0.23% | 59 |
|
|
2023
Q1 | $584K | Sell |
15,629
-2,534
| -14% | -$94.7K | 0.22% | 57 |
|
|
2022
Q4 | $750K | Buy |
+18,163
| New | +$750K | 0.29% | 47 |
|