AGF Management’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 | $828K | Sell |
10,333
-119
| -1% | -$9.53K | ﹤0.01% | 559 |
|
|
2025
Q1 | $750K | Buy |
10,452
+32
| +0.3% | +$2.3K | ﹤0.01% | 564 |
|
|
2024
Q4 | $732K | Buy |
+10,420
| New | +$732K | ﹤0.01% | 595 |
|
|
2024
Q2 | – | Sell |
-7,463
| Closed | -$433K | – | 762 |
|
|
2024
Q1 | $433K | Sell |
7,463
-6,893
| -48% | -$400K | ﹤0.01% | 646 |
|
|
2023
Q4 | $707K | Buy |
14,356
+3,780
| +36% | +$186K | ﹤0.01% | 599 |
|
|
2023
Q3 | $432K | Buy |
+10,576
| New | +$432K | ﹤0.01% | 652 |
|
|
2023
Q1 | – | Sell |
-21,733
| Closed | -$897K | – | 827 |
|
|
2022
Q4 | $897K | Buy |
+21,733
| New | +$897K | 0.01% | 605 |
|