Avalon 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 | $436K | Buy |
+5,436
| New | +$436K | 0.12% | 89 |
|
|
2023
Q2 | – | Sell |
-6,660
| Closed | -$249K | – | 59 |
|
|
2023
Q1 | $249K | Hold |
6,660
| – | – | 0.13% | 48 |
|
|
2022
Q4 | $275K | Hold |
6,660
| – | – | 0.14% | 48 |
|
|
2022
Q3 | $268K | Hold |
6,660
| – | – | 0.13% | 48 |
|
|
2022
Q2 | $261K | Hold |
6,660
| – | – | 0.11% | 50 |
|
|
2022
Q1 | $291K | Sell |
6,660
-27
| -0.4% | -$1.18K | 0.11% | 54 |
|
|
2021
Q4 | $321K | Buy |
6,687
+27
| +0.4% | +$1.3K | 0.14% | 45 |
|
|
2021
Q3 | $309K | Buy |
+6,660
| New | +$309K | 0.17% | 34 |
|