Annis Gardner Whiting Capital 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
Q2 | $1.13M | Buy |
14,052
+248
| +2% | +$19.9K | 0.39% | 52 |
|
|
2025
Q1 | $991K | Sell |
13,804
-23,025
| -63% | -$1.65M | 0.42% | 52 |
|
|
2024
Q4 | $2.59M | Sell |
36,829
-1,245
| -3% | -$87.4K | 0.72% | 18 |
|
|
2024
Q3 | $2.15M | Buy |
38,074
+2,433
| +7% | +$137K | 0.61% | 23 |
|
|
2024
Q2 | $2.12M | Buy |
35,641
+12,268
| +52% | +$729K | 0.6% | 20 |
|
|
2024
Q1 | $1.35M | Buy |
23,373
+3,084
| +15% | +$179K | 0.49% | 30 |
|
|
2023
Q4 | $999K | Buy |
20,289
+2,174
| +12% | +$107K | 0.44% | 35 |
|
|
2023
Q3 | $740K | Buy |
+18,115
| New | +$740K | 0.39% | 44 |
|