Vertex Planning 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 | $1.13M | Sell |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $774K | Sell |
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|
2024
Q2 | $814K | Buy |
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|
2024
Q1 | $789K | Sell |
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|
2023
Q4 | $720K | Buy |
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|
2023
Q3 | $554K | Sell |
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|
2023
Q2 | $674K | Buy |
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|
2023
Q1 | $584K | Sell |
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|
2022
Q4 | $750K | Buy |
|