B. Metzler seel. Sohn & Co’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 | $9.9M | Buy |
123,517
+3,668
| +3% | +$294K | 0.09% | 109 |
|
|
2025
Q1 | $8.6M | Sell |
119,849
-5,869
| -5% | -$421K | 0.09% | 114 |
|
|
2024
Q4 | $8.83M | Sell |
125,718
-82,928
| -40% | -$5.82M | 0.09% | 106 |
|
|
2024
Q3 | $11.8M | Sell |
208,646
-51,464
| -20% | -$2.91M | 0.12% | 103 |
|
|
2024
Q2 | $15.4M | Buy |
260,110
+4,965
| +2% | +$295K | 0.15% | 83 |
|
|
2024
Q1 | $14.8M | Sell |
255,145
-29,955
| -11% | -$1.74M | 0.16% | 81 |
|
|
2023
Q4 | $14M | Buy |
285,100
+45,022
| +19% | +$2.22M | 0.18% | 74 |
|
|
2023
Q3 | $9.81M | Sell |
240,078
-67,333
| -22% | -$2.75M | 0.15% | 89 |
|
|
2023
Q2 | $13.1M | Buy |
307,411
+43,596
| +17% | +$1.86M | 0.18% | 80 |
|
|
2023
Q1 | $9.86M | Sell |
263,815
-129,337
| -33% | -$4.83M | 0.15% | 98 |
|
|
2022
Q4 | $16.2M | Buy |
393,152
+239,649
| +156% | +$9.89M | 0.28% | 65 |
|
|
2022
Q3 | $6.17M | Buy |
153,503
+10,440
| +7% | +$420K | 0.11% | 131 |
|
|
2022
Q2 | $5.6M | Sell |
143,063
-5,796
| -4% | -$227K | 0.09% | 149 |
|
|
2022
Q1 | $7.21M | Sell |
148,859
-3,434
| -2% | -$166K | 0.1% | 148 |
|
|
2021
Q4 | $7.33M | Buy |
152,293
+56,873
| +60% | +$2.74M | 0.1% | 138 |
|
|
2021
Q3 | $4.43M | Buy |
95,420
+8,183
| +9% | +$380K | 0.06% | 179 |
|
|
2021
Q2 | $3.95M | Sell |
87,237
-47,326
| -35% | -$2.14M | 0.06% | 182 |
|
|
2021
Q1 | $5.26M | Buy |
134,563
+53,220
| +65% | +$2.08M | 0.09% | 149 |
|
|
2020
Q4 | $2.42M | Buy |
+81,343
| New | +$2.42M | 0.05% | 231 |
|