Wells Fargo’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $975K | Sell |
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|
2025
Q1 | $904K | Buy |
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|
2024
Q4 | $367K | Buy |
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|
2024
Q3 | $245K | Sell |
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|
2024
Q2 | $432K | Sell |
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|
2024
Q1 | $621K | Sell |
|
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|
2023
Q4 | $1.72M | Sell |
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|
2023
Q3 | $3.35M | Sell |
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|
2023
Q2 | $5.21M | Sell |
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|
2023
Q1 | $6.36M | Buy |
|
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|
2022
Q4 | $5.54M | Buy |
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|
2022
Q3 | $4.06M | Sell |
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|
2022
Q2 | $6.04M | Buy |
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|
2022
Q1 | $5.94M | Sell |
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|
2021
Q4 | $5.46M | Sell |
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|
2021
Q3 | $5.94M | Sell |
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|
2021
Q2 | $8.55M | Buy |
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|
2021
Q1 | $7.19M | Sell |
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|
2020
Q4 | $8.56M | Buy |
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|
2020
Q3 | $4.5M | Sell |
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|
2020
Q2 | $9.66M | Buy |
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|
2020
Q1 | $3.21M | Buy |
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|
2019
Q4 | $639K | Sell |
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|
2019
Q3 | $571K | Buy |
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|
2019
Q2 | $427K | Buy |
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|
2019
Q1 | $341K | Sell |
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|
2018
Q4 | $689K | Buy |
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|
2018
Q3 | $34K | Buy |
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