Americana Partners’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 | $416K | Sell |
5,197
-52
| -1% | -$4.17K | 0.01% | 326 |
|
|
2025
Q1 | $377K | Sell |
5,249
-70,542
| -93% | -$5.06M | 0.01% | 301 |
|
|
2024
Q4 | $5.32M | Buy |
75,791
+67,001
| +762% | +$4.71M | 0.22% | 101 |
|
|
2024
Q3 | $497K | Buy |
8,790
+503
| +6% | +$28.4K | 0.03% | 247 |
|
|
2024
Q2 | $492K | Buy |
8,287
+286
| +4% | +$17K | 0.04% | 228 |
|
|
2024
Q1 | $464K | Sell |
8,001
-5,992
| -43% | -$347K | 0.04% | 229 |
|
|
2023
Q4 | $935K | Sell |
13,993
-3,719
| -21% | -$248K | 0.09% | 167 |
|
|
2023
Q3 | $443K | Buy |
+17,712
| New | +$443K | 0.05% | 214 |
|
|
2023
Q2 | – | Sell |
-6,510
| Closed | -$243K | – | 310 |
|
|
2023
Q1 | $243K | Hold |
6,510
| – | – | 0.04% | 241 |
|
|
2022
Q4 | $269K | Buy |
6,510
+19
| +0.3% | +$785 | 0.05% | 211 |
|
|
2022
Q3 | $261K | Buy |
6,491
+732
| +13% | +$29.4K | 0.05% | 200 |
|
|
2022
Q2 | $225K | Sell |
5,759
-5,035
| -47% | -$197K | 0.04% | 219 |
|
|
2022
Q1 | $523K | Sell |
10,794
-2,156
| -17% | -$104K | 0.16% | 126 |
|
|
2021
Q4 | $621K | Buy |
12,950
+573
| +5% | +$27.5K | 0.11% | 149 |
|
|
2021
Q3 | $574K | Buy |
12,377
+4,450
| +56% | +$206K | 0.14% | 129 |
|
|
2021
Q2 | $359K | Buy |
+7,927
| New | +$359K | 0.18% | 86 |
|
|
2020
Q1 | – | Sell |
-4,339
| Closed | -$233K | – | 496 |
|
|
2019
Q4 | $233K | Buy |
+4,339
| New | +$233K | 0.13% | 86 |
|