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