Wells Fargo’s AlTi Global ALTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
27,312
+6,196
| +29% | +$25.7K | ﹤0.01% | 4719 |
|
|
2025
Q1 | $64.2K | Buy |
21,116
+871
| +4% | +$2.65K | ﹤0.01% | 4866 |
|
|
2024
Q4 | $89.3K | Buy |
20,245
+4,764
| +31% | +$21K | ﹤0.01% | 4773 |
|
|
2024
Q3 | $57.9K | Buy |
15,481
+665
| +4% | +$2.49K | ﹤0.01% | 4892 |
|
|
2024
Q2 | $77.2K | Buy |
14,816
+7,756
| +110% | +$40.4K | ﹤0.01% | 4733 |
|
|
2024
Q1 | $40K | Buy |
7,060
+1,112
| +19% | +$6.29K | ﹤0.01% | 4966 |
|
|
2023
Q4 | $52.1K | Buy |
5,948
+1,695
| +40% | +$14.8K | ﹤0.01% | 4845 |
|
|
2023
Q3 | $29.6K | Sell |
4,253
-4,540
| -52% | -$31.6K | ﹤0.01% | 5074 |
|
|
2023
Q2 | $67.4K | Buy |
8,793
+8,634
| +5,430% | +$66.1K | ﹤0.01% | 4991 |
|
|
2023
Q1 | $1.99K | Buy |
+159
| New | +$1.99K | ﹤0.01% | 5899 |
|