Annandale Capital’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 | $1.48M | Buy |
18,443
+7
| +0% | +$561 | 0.11% | 62 |
|
|
2025
Q1 | $1.32M | Sell |
18,436
-79
| -0.4% | -$5.67K | 0.08% | 66 |
|
|
2024
Q4 | $1.3M | Buy |
18,515
+7
| +0% | +$491 | 0.21% | 63 |
|
|
2024
Q3 | $1.05M | Sell |
18,508
-634
| -3% | -$35.8K | 0.15% | 69 |
|
|
2024
Q2 | $1.14M | Buy |
19,142
+234
| +1% | +$13.9K | 0.19% | 68 |
|
|
2024
Q1 | $1.1M | Buy |
18,908
+7
| +0% | +$406 | 0.2% | 67 |
|
|
2023
Q4 | $930K | Sell |
18,901
-124
| -0.7% | -$6.1K | 0.18% | 71 |
|
|
2023
Q3 | $777K | Sell |
19,025
-68
| -0.4% | -$2.78K | 0.19% | 66 |
|
|
2023
Q2 | $815K | Buy |
19,093
+87
| +0.5% | +$3.71K | 0.24% | 69 |
|
|
2023
Q1 | $710K | Buy |
19,006
+8
| +0% | +$299 | 0.22% | 73 |
|
|
2022
Q4 | $784K | Buy |
18,998
+7
| +0% | +$289 | 0.26% | 65 |
|
|
2022
Q3 | $764K | Buy |
18,991
+8,186
| +76% | +$329K | 0.28% | 67 |
|
|
2022
Q2 | $423K | Buy |
10,805
+7
| +0.1% | +$274 | 0.17% | 92 |
|
|
2022
Q1 | $523K | Buy |
10,798
+6
| +0.1% | +$291 | 0.21% | 75 |
|
|
2021
Q4 | $518K | Buy |
10,792
+4
| +0% | +$192 | 0.23% | 71 |
|
|
2021
Q3 | $501K | Buy |
10,788
+6
| +0.1% | +$279 | 0.3% | 56 |
|
|
2021
Q2 | $488K | Buy |
10,782
+2
| +0% | +$91 | 0.29% | 57 |
|
|
2021
Q1 | $421K | Sell |
10,780
-28
| -0.3% | -$1.09K | 0.3% | 44 |
|
|
2020
Q4 | $326K | Buy |
+10,808
| New | +$326K | 0.27% | 41 |
|