Verum 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
Q3
$621K Buy
2025
Q2
$582K Buy
2025
Q1
$512K Buy
2024
Q4
$500K Sell
2024
Q3
$551K Buy
2024
Q2
$573K Buy
2024
Q1
$558K Sell
2023
Q4
$511K Buy
2023
Q3
$384K Buy
2023
Q1
Sell
2022
Q4
$226K Buy