Azimuth Capital Investment 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 | $42.6M | Buy |
532,148
+12,495
| +2% | +$1M | 1.59% | 7 |
|
2025
Q1 | $37.3M | Buy |
519,653
+202,078
| +64% | +$14.5M | 1.49% | 9 |
|
2024
Q4 | $22.3M | Buy |
317,575
+285,425
| +888% | +$20M | 0.87% | 26 |
|
2024
Q3 | $1.82M | Sell |
32,150
-3,708
| -10% | -$209K | 0.07% | 189 |
|
2024
Q2 | $2.13M | Sell |
35,858
-700
| -2% | -$41.6K | 0.09% | 185 |
|
2024
Q1 | $2.12M | Sell |
36,558
-200
| -0.5% | -$11.6K | 0.09% | 184 |
|
2023
Q4 | $1.81M | Buy |
36,758
+197
| +0.5% | +$9.7K | 0.08% | 186 |
|
2023
Q3 | $1.49M | Sell |
36,561
-1,039
| -3% | -$42.5K | 0.07% | 199 |
|
2023
Q2 | $1.6M | Sell |
37,600
-6,090
| -14% | -$260K | 0.08% | 201 |
|
2023
Q1 | $1.63M | Sell |
43,690
-1,300
| -3% | -$48.6K | 0.08% | 200 |
|
2022
Q4 | $1.86M | Sell |
44,990
-3,300
| -7% | -$136K | 0.09% | 191 |
|
2022
Q3 | $1.94M | Sell |
48,290
-2,150
| -4% | -$86.5K | 0.11% | 184 |
|
2022
Q2 | $1.98M | Buy |
+50,440
| New | +$1.98M | 0.1% | 191 |
|