Algert Global’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Sell |
8,720
-61,002
| -87% | -$4.89M | 0.01% | 874 |
|
|
2025
Q1 | $5.01M | Buy |
69,722
+12,793
| +22% | +$918K | 0.12% | 274 |
|
|
2024
Q4 | $4M | Sell |
56,929
-13,549
| -19% | -$952K | 0.09% | 355 |
|
|
2024
Q3 | $3.98M | Buy |
+70,478
| New | +$3.98M | 0.11% | 328 |
|
|
2023
Q2 | – | Sell |
-17,300
| Closed | -$647K | – | 1286 |
|
|
2023
Q1 | $647K | Buy |
+17,300
| New | +$647K | 0.03% | 767 |
|
|
2021
Q2 | – | Sell |
-63,987
| Closed | -$2.5M | – | 542 |
|
|
2021
Q1 | $2.5M | Sell |
63,987
-34,998
| -35% | -$1.37M | 0.8% | 9 |
|
|
2020
Q4 | $2.99M | Buy |
98,985
+6,297
| +7% | +$190K | 0.85% | 9 |
|
|
2020
Q3 | $2.18M | Buy |
92,688
+39,994
| +76% | +$940K | 0.69% | 29 |
|
|
2020
Q2 | $1.35M | Buy |
+52,694
| New | +$1.35M | 0.46% | 66 |
|