Whalerock Point Partners, LLC Wells Fargo & Co Transaction History

Whalerock Point Partners, LLC

  • $447 Million
  • Q2 2025
Number of Shares
2,725
Previous 2,760 1.27%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-35 Reduced 1.27%
2,725 $0
Q1 2025

May 15, 2025
BUY
N/A
85 Added 3.18%
2,760 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-175 Reduced 6.14%
2,675 $0
Q3 2024

Nov 13, 2024
BUY
N/A
2,850 New
2,850 $0
Q4 2023

Feb 14, 2024
BUY
N/A
2,667 New
2,667 $0
Q3 2021

Nov 12, 2021
SELL
N/A
-1,436 Closed
0 $0
Q2 2021

Aug 10, 2021
BUY
N/A
1,436 New
1,436 $2.19 Billion
Track This Portfolio

Track Whalerock Point Partners, LLC Portfolio

Follow Whalerock Point Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whalerock Point Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whalerock Point Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email