Arcataur Capital Management’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
$437K Sell
5,459
-25
-0.5% -$2K 0.14% 69
2025
Q1
$394K Sell
5,484
-370
-6% -$26.6K 0.13% 75
2024
Q4
$411K Hold
5,854
0.14% 77
2024
Q3
$331K Hold
5,854
0.11% 84
2024
Q2
$348K Sell
5,854
-60
-1% -$3.56K 0.12% 81
2024
Q1
$343K Hold
5,914
0.12% 79
2023
Q4
$291K Hold
5,914
0.11% 83
2023
Q3
$242K Hold
5,914
0.1% 84
2023
Q2
$252K Buy
+5,914
New +$252K 0.1% 88