Wells Fargo’s P10 PX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
28,115
+5,779
| +26% | +$59.1K | ﹤0.01% | 4154 |
|
|
2025
Q1 | $262K | Buy |
22,336
+727
| +3% | +$8.54K | ﹤0.01% | 4076 |
|
|
2024
Q4 | $272K | Buy |
21,609
+8,175
| +61% | +$103K | ﹤0.01% | 4114 |
|
|
2024
Q3 | $144K | Sell |
13,434
-597
| -4% | -$6.39K | ﹤0.01% | 4402 |
|
|
2024
Q2 | $119K | Buy |
14,031
+948
| +7% | +$8.04K | ﹤0.01% | 4471 |
|
|
2024
Q1 | $110K | Buy |
13,083
+1,298
| +11% | +$10.9K | ﹤0.01% | 4463 |
|
|
2023
Q4 | $120K | Buy |
11,785
+2,724
| +30% | +$27.8K | ﹤0.01% | 4388 |
|
|
2023
Q3 | $106K | Sell |
9,061
-8,871
| -49% | -$103K | ﹤0.01% | 4416 |
|
|
2023
Q2 | $203K | Buy |
17,932
+17,672
| +6,797% | +$200K | ﹤0.01% | 4341 |
|
|
2023
Q1 | $2.63K | Sell |
260
-198
| -43% | -$2K | ﹤0.01% | 5864 |
|
|
2022
Q4 | $4.89K | Buy |
458
+240
| +110% | +$2.56K | ﹤0.01% | 5453 |
|
|
2022
Q3 | $2K | Sell |
218
-21
| -9% | -$193 | ﹤0.01% | 5851 |
|
|
2022
Q2 | $3K | Sell |
239
-13,361
| -98% | -$168K | ﹤0.01% | 5912 |
|
|
2022
Q1 | $165K | Sell |
13,600
-1,829
| -12% | -$22.2K | ﹤0.01% | 4779 |
|
|
2021
Q4 | $216K | Buy |
+15,429
| New | +$216K | ﹤0.01% | 4859 |
|