Vista Capital 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
Q1 | – | Sell |
-4,299
| Closed | -$302K | – | 120 |
|
|
2024
Q4 | $302K | Buy |
4,299
+65
| +2% | +$4.57K | 0.04% | 88 |
|
|
2024
Q3 | $239K | Buy |
+4,234
| New | +$239K | 0.03% | 94 |
|
|
2020
Q1 | – | Sell |
-4,575
| Closed | -$246K | – | 66 |
|
|
2019
Q4 | $246K | Sell |
4,575
-69
| -1% | -$3.71K | 0.05% | 55 |
|
|
2019
Q3 | $234K | Buy |
+4,644
| New | +$234K | 0.05% | 58 |
|