Wells Fargo’s AlTi Global ALTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $116K | Buy |
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|
2025
Q2 | $113K | Buy |
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|
2025
Q1 | $64.2K | Buy |
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|
2024
Q4 | $89.3K | Buy |
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|
2024
Q3 | $57.9K | Buy |
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|
2024
Q2 | $77.2K | Buy |
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|
2024
Q1 | $40K | Buy |
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|
2023
Q4 | $52.1K | Buy |
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|
2023
Q3 | $29.6K | Sell |
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|
2023
Q2 | $67.4K | Buy |
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|
2023
Q1 | $1.99K | Buy |
|