Applied Capital LLC’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 | $2.52M | Buy |
31,455
+15
| +0% | +$1.2K | 1.83% | 16 |
|
|
2025
Q1 | $2.26M | Sell |
31,440
-160
| -0.5% | -$11.5K | 1.77% | 18 |
|
|
2024
Q4 | $2.22M | Sell |
31,600
-202
| -0.6% | -$14.2K | 1.72% | 20 |
|
|
2024
Q3 | $1.8M | Sell |
31,802
-380
| -1% | -$21.5K | 1.4% | 25 |
|
|
2024
Q2 | $1.91M | Buy |
32,182
+48
| +0.1% | +$2.85K | 1.67% | 21 |
|
|
2024
Q1 | $1.86M | Buy |
32,134
+32
| +0.1% | +$1.86K | 1.52% | 25 |
|
|
2023
Q4 | $1.58M | Sell |
32,102
-294
| -0.9% | -$14.5K | 1.45% | 29 |
|
|
2023
Q3 | $1.32M | Sell |
32,396
-372
| -1% | -$15.2K | 1.32% | 32 |
|
|
2023
Q2 | $1.4M | Sell |
32,768
-36
| -0.1% | -$1.54K | 1.32% | 33 |
|
|
2023
Q1 | $1.23M | Sell |
32,804
-944
| -3% | -$35.3K | 1.22% | 38 |
|
|
2022
Q4 | $1.39M | Buy |
+33,748
| New | +$1.39M | 1.38% | 35 |
|