AlphaQuest’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 | $158K | Sell |
1,972
-190
| -9% | -$15.2K | 0.02% | 1259 |
|
2025
Q1 | $155K | Buy |
+2,162
| New | +$155K | 0.02% | 1106 |
|
2024
Q4 | – | Sell |
-35,448
| Closed | -$2M | – | 2044 |
|
2024
Q3 | $2M | Sell |
35,448
-14,252
| -29% | -$805K | 0.18% | 140 |
|
2024
Q2 | $2.95M | Buy |
+49,700
| New | +$2.95M | 0.4% | 16 |
|
2024
Q1 | – | Sell |
-30,497
| Closed | -$1.5M | – | 1821 |
|
2023
Q4 | $1.5M | Buy |
+30,497
| New | +$1.5M | 0.32% | 56 |
|