Asahi Life Asset 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 | $834K | Buy |
10,405
+20
| +0.2% | +$1.6K | 0.49% | 44 |
|
|
2025
Q1 | $746K | Buy |
+10,385
| New | +$746K | 0.48% | 39 |
|
|
2024
Q4 | – | Sell |
-12,720
| Closed | -$719K | – | 221 |
|
|
2024
Q3 | $719K | Buy |
12,720
+1,190
| +10% | +$67.2K | 0.44% | 44 |
|
|
2024
Q2 | $685K | Buy |
11,530
+3,360
| +41% | +$200K | 0.47% | 43 |
|
|
2024
Q1 | $474K | Hold |
8,170
| – | – | 0.28% | 68 |
|
|
2023
Q4 | $402K | Sell |
8,170
-6,110
| -43% | -$301K | 0.22% | 72 |
|
|
2023
Q3 | $583K | Sell |
14,280
-240
| -2% | -$9.81K | 0.2% | 55 |
|
|
2023
Q2 | $620K | Buy |
14,520
+11,530
| +386% | +$492K | 0.2% | 55 |
|
|
2023
Q1 | $112K | Sell |
2,990
-12,240
| -80% | -$458K | 0.04% | 186 |
|
|
2022
Q4 | $629K | Sell |
15,230
-1,170
| -7% | -$48.3K | 0.21% | 57 |
|
|
2022
Q3 | $660K | Buy |
16,400
+250
| +2% | +$10.1K | 0.2% | 51 |
|
|
2022
Q2 | $633K | Sell |
16,150
-590
| -4% | -$23.1K | 0.17% | 55 |
|
|
2022
Q1 | $811K | Sell |
16,740
-920
| -5% | -$44.6K | 0.11% | 53 |
|
|
2021
Q4 | $847K | Buy |
17,660
+3,310
| +23% | +$159K | 0.11% | 52 |
|
|
2021
Q3 | $666K | Sell |
14,350
-4,250
| -23% | -$197K | 0.09% | 61 |
|
|
2021
Q2 | $842K | Sell |
18,600
-3,340
| -15% | -$151K | 0.11% | 48 |
|
|
2021
Q1 | $857K | Sell |
21,940
-5,880
| -21% | -$230K | 0.12% | 49 |
|
|
2020
Q4 | $840K | Buy |
27,820
+1,450
| +5% | +$43.8K | 0.11% | 65 |
|
|
2020
Q3 | $620K | Buy |
26,370
+1,810
| +7% | +$42.6K | 0.09% | 60 |
|
|
2020
Q2 | $629K | Buy |
24,560
+890
| +4% | +$22.8K | 0.1% | 54 |
|
|
2020
Q1 | $679K | Buy |
23,670
+13,950
| +144% | +$400K | 0.12% | 61 |
|
|
2019
Q4 | $523K | Sell |
9,720
-4,700
| -33% | -$253K | 0.08% | 83 |
|
|
2019
Q3 | $727K | Sell |
14,420
-6,490
| -31% | -$327K | 0.12% | 51 |
|
|
2019
Q2 | $989K | Sell |
20,910
-3,880
| -16% | -$184K | 0.2% | 45 |
|
|
2019
Q1 | $1.2M | Sell |
24,790
-1,910
| -7% | -$92.3K | 0.2% | 42 |
|
|
2018
Q4 | $1.23M | Buy |
+26,700
| New | +$1.23M | 0.19% | 38 |
|