17 Capital Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Buy |
11,104
+4,194
| +61% | +$336K | 0.51% | 69 |
|
|
2025
Q1 | $496K | Buy |
6,910
+987
| +17% | +$70.9K | 0.32% | 95 |
|
|
2024
Q4 | $416K | Buy |
5,923
+2,005
| +51% | +$141K | 0.26% | 104 |
|
|
2024
Q3 | $221K | Hold |
3,918
| – | – | 0.14% | 125 |
|
|
2024
Q2 | $233K | Sell |
3,918
-48
| -1% | -$2.85K | 0.17% | 122 |
|
|
2024
Q1 | $230K | Sell |
3,966
-750
| -16% | -$43.5K | 0.17% | 114 |
|
|
2023
Q4 | $232K | Buy |
+4,716
| New | +$232K | 0.21% | 87 |
|
|
2021
Q4 | – | Sell |
-14,150
| Closed | -$657K | – | 102 |
|
|
2021
Q3 | $657K | Sell |
14,150
-1,400
| -9% | -$65K | 0.62% | 58 |
|
|
2021
Q2 | $704K | Buy |
+15,550
| New | +$704K | 0.65% | 56 |
|