Aigen Investment 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
Q1 | – | Sell |
-13,935
| Closed | -$979K | – | 1069 |
|
|
2024
Q4 | $979K | Buy |
13,935
+3,671
| +36% | +$258K | 0.17% | 181 |
|
|
2024
Q3 | $580K | Sell |
10,264
-20,347
| -66% | -$1.15M | 0.11% | 277 |
|
|
2024
Q2 | $1.82M | Buy |
+30,611
| New | +$1.82M | 0.35% | 65 |
|
|
2024
Q1 | – | Sell |
-13,131
| Closed | -$646K | – | 1044 |
|
|
2023
Q4 | $646K | Sell |
13,131
-33,987
| -72% | -$1.67M | 0.12% | 256 |
|
|
2023
Q3 | $1.93M | Buy |
+47,118
| New | +$1.93M | 0.36% | 44 |
|
|
2023
Q2 | – | Sell |
-25,712
| Closed | -$961K | – | 988 |
|
|
2023
Q1 | $961K | Buy |
+25,712
| New | +$961K | 0.13% | 193 |
|
|
2022
Q1 | – | Sell |
-21,464
| Closed | -$1.05M | – | 1133 |
|
|
2021
Q4 | $1.05M | Buy |
+21,464
| New | +$1.05M | 0.06% | 401 |
|
|
2021
Q3 | – | Sell |
-266,462
| Closed | -$12.1M | – | 678 |
|
|
2021
Q2 | $12.1M | Buy |
+266,462
| New | +$12.1M | 2.1% | 4 |
|
|
2020
Q4 | – | Sell |
-99,896
| Closed | -$2.35M | – | 1109 |
|
|
2020
Q3 | $2.35M | Buy |
+99,896
| New | +$2.35M | 0.3% | 88 |
|
|
2020
Q2 | – | Sell |
-63,013
| Closed | -$1.81M | – | 1328 |
|
|
2020
Q1 | $1.81M | Sell |
63,013
-132,924
| -68% | -$3.81M | 0.24% | 102 |
|
|
2019
Q4 | $10.5M | Buy |
+195,937
| New | +$10.5M | 1.75% | 1 |
|