Wells Fargo’s Dakota Gold DC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
67,485
+7,540
| +13% | +$27.8K | ﹤0.01% | 4256 |
|
|
2025
Q1 | $159K | Buy |
59,945
+8,816
| +17% | +$23.4K | ﹤0.01% | 4402 |
|
|
2024
Q4 | $112K | Buy |
51,129
+11,185
| +28% | +$24.6K | ﹤0.01% | 4650 |
|
|
2024
Q3 | $94.3K | Buy |
39,944
+776
| +2% | +$1.83K | ﹤0.01% | 4658 |
|
|
2024
Q2 | $99.9K | Buy |
39,168
+4,513
| +13% | +$11.5K | ﹤0.01% | 4583 |
|
|
2024
Q1 | $82.1K | Buy |
34,655
+4,120
| +13% | +$9.76K | ﹤0.01% | 4638 |
|
|
2023
Q4 | $80K | Buy |
30,535
+3,908
| +15% | +$10.2K | ﹤0.01% | 4628 |
|
|
2023
Q3 | $68.7K | Sell |
26,627
-10,182
| -28% | -$26.3K | ﹤0.01% | 4663 |
|
|
2023
Q2 | $107K | Buy |
36,809
+11,707
| +47% | +$34.2K | ﹤0.01% | 4725 |
|
|
2023
Q1 | $90.9K | Buy |
25,102
+10,102
| +67% | +$36.6K | ﹤0.01% | 4575 |
|
|
2022
Q4 | $45.8K | Sell |
15,000
-945
| -6% | -$2.88K | ﹤0.01% | 4598 |
|
|
2022
Q3 | $49K | Sell |
15,945
-144
| -0.9% | -$443 | ﹤0.01% | 4662 |
|
|
2022
Q2 | $54K | Buy |
+16,089
| New | +$54K | ﹤0.01% | 4714 |
|