Angeles Investment Advisors’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 |
-3,250
| Closed | -$228K | – | 195 |
|
|
2024
Q4 | $228K | Buy |
+3,250
| New | +$228K | 0.01% | 171 |
|
|
2024
Q2 | – | Sell |
-5,962
| Closed | -$346K | – | 246 |
|
|
2024
Q1 | $346K | Buy |
5,962
+620
| +12% | +$35.9K | 0.02% | 155 |
|
|
2023
Q4 | $263K | Buy |
5,342
+321
| +6% | +$15.8K | 0.02% | 165 |
|
|
2023
Q3 | $205K | Sell |
5,021
-962
| -16% | -$39.3K | 0.02% | 173 |
|
|
2023
Q2 | $255K | Sell |
5,983
-827
| -12% | -$35.3K | 0.02% | 130 |
|
|
2023
Q1 | $255K | Buy |
+6,810
| New | +$255K | 0.02% | 123 |
|
|
2020
Q1 | – | Sell |
-5,338
| Closed | -$287K | – | 107 |
|
|
2019
Q4 | $287K | Buy |
5,338
+495
| +10% | +$26.6K | 0.06% | 66 |
|
|
2019
Q3 | $244K | Buy |
+4,843
| New | +$244K | 0.05% | 66 |
|
|
2019
Q2 | – | Sell |
-4,727
| Closed | -$228K | – | 71 |
|
|
2019
Q1 | $228K | Buy |
+4,727
| New | +$228K | 0.22% | 42 |
|