Alpha DNA 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 |
-75,109
| Closed | -$5.28M | – | 178 |
|
|
2024
Q4 | $5.28M | Buy |
75,109
+40,171
| +115% | +$2.82M | 2.01% | 2 |
|
|
2024
Q3 | $1.97M | Sell |
34,938
-50,219
| -59% | -$2.84M | 0.74% | 25 |
|
|
2024
Q2 | $5.06M | Buy |
85,157
+42,910
| +102% | +$2.55M | 1.96% | 1 |
|
|
2024
Q1 | $2.45M | Sell |
42,247
-49,453
| -54% | -$2.87M | 0.9% | 9 |
|
|
2023
Q4 | $4.51M | Buy |
91,700
+10,869
| +13% | +$535K | 1.76% | 3 |
|
|
2023
Q3 | $3.3M | Buy |
80,831
+21,674
| +37% | +$886K | 1.35% | 5 |
|
|
2023
Q2 | $2.52M | Buy |
59,157
+16,190
| +38% | +$691K | 0.84% | 10 |
|
|
2023
Q1 | $1.61M | Buy |
42,967
+3,368
| +9% | +$126K | 0.47% | 25 |
|
|
2022
Q4 | $1.64M | Buy |
39,599
+24,062
| +155% | +$994K | 0.58% | 25 |
|
|
2022
Q3 | $624K | Buy |
+15,537
| New | +$624K | 0.52% | 73 |
|
|
2022
Q2 | – | Sell |
-27,491
| Closed | -$1.33M | – | 175 |
|
|
2022
Q1 | $1.33M | Buy |
+27,491
| New | +$1.33M | 0.93% | 31 |
|
|
2021
Q2 | – | Sell |
-1,954
| Closed | -$75K | – | 657 |
|
|
2021
Q1 | $75K | Sell |
1,954
-709
| -27% | -$27.2K | 0.09% | 136 |
|
|
2020
Q4 | $80K | Buy |
+2,663
| New | +$80K | 0.09% | 141 |
|