Waypoint Capital Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$261K Sell
2024
Q2
$287K Buy
2024
Q1
$257K Buy
2023
Q4
$211K Buy
2022
Q2
Sell
2022
Q1
$209K Buy
2021
Q4
$203K Buy