Aft Forsyth & Sober’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 | $4.1M | Buy |
51,200
+800
| +2% | +$64.1K | 1.38% | 16 |
|
|
2025
Q1 | $3.62M | Buy |
50,400
+400
| +0.8% | +$28.7K | 1.26% | 18 |
|
|
2024
Q4 | $3.51M | Hold |
50,000
| – | – | 1.14% | 19 |
|
|
2024
Q3 | $2.82M | Hold |
50,000
| – | – | 0.93% | 26 |
|
|
2024
Q2 | $2.97M | Hold |
50,000
| – | – | 1.02% | 24 |
|
|
2024
Q1 | $2.9M | Sell |
50,000
-1,500
| -3% | -$86.9K | 1.02% | 25 |
|
|
2023
Q4 | $2.54M | Hold |
51,500
| – | – | 0.98% | 20 |
|
|
2023
Q3 | $2.1M | Hold |
51,500
| – | – | 0.89% | 27 |
|
|
2023
Q2 | $2.2M | Buy |
51,500
+1,500
| +3% | +$64K | 0.91% | 23 |
|
|
2023
Q1 | $1.87M | Sell |
50,000
-1,500
| -3% | -$56.1K | 0.95% | 26 |
|
|
2022
Q4 | $2.13M | Hold |
51,500
| – | – | 0.96% | 21 |
|
|
2022
Q3 | $2.07M | Hold |
51,500
| – | – | 1.01% | 17 |
|
|
2022
Q2 | $2.02M | Hold |
51,500
| – | – | 0.94% | 18 |
|
|
2022
Q1 | $2.5M | Hold |
51,500
| – | – | 0.98% | 15 |
|
|
2021
Q4 | $2.47M | Hold |
51,500
| – | – | 0.87% | 20 |
|
|
2021
Q3 | $2.39M | Buy |
51,500
+500
| +1% | +$23.2K | 0.9% | 18 |
|
|
2021
Q2 | $2.31M | Hold |
51,000
| – | – | 0.87% | 21 |
|
|
2021
Q1 | $1.99M | Buy |
51,000
+34,200
| +204% | +$1.34M | 0.82% | 23 |
|
|
2020
Q4 | $507K | Buy |
+16,800
| New | +$507K | 0.39% | 45 |
|