Bank Julius Baer & 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 | $438K | Buy |
5,472
+643
| +13% | +$51.5K | ﹤0.01% | 397 |
|
|
2025
Q1 | $392K | Sell |
4,829
-1,527
| -24% | -$124K | ﹤0.01% | 388 |
|
|
2024
Q4 | $493K | Buy |
6,356
+2,103
| +49% | +$163K | ﹤0.01% | 356 |
|
|
2024
Q3 | $285K | Buy |
+4,253
| New | +$285K | ﹤0.01% | 373 |
|
|
2024
Q2 | – | Sell |
-5,056
| Closed | -$293K | – | 555 |
|
|
2024
Q1 | $293K | Sell |
5,056
-6
| -0.1% | -$348 | ﹤0.01% | 361 |
|
|
2023
Q4 | $249K | Sell |
5,062
-58
| -1% | -$2.85K | ﹤0.01% | 384 |
|
|
2023
Q3 | $209K | Buy |
5,120
+140
| +3% | +$5.72K | ﹤0.01% | 382 |
|
|
2023
Q2 | $213K | Sell |
4,980
-5,236
| -51% | -$224K | ﹤0.01% | 403 |
|
|
2023
Q1 | $382K | Buy |
10,216
+8,596
| +531% | +$321K | ﹤0.01% | 373 |
|
|
2022
Q4 | $67K | Buy |
1,620
+22
| +1% | +$910 | ﹤0.01% | 500 |
|
|
2022
Q3 | $64K | Sell |
1,598
-29
| -2% | -$1.16K | ﹤0.01% | 492 |
|
|
2022
Q2 | $64K | Sell |
1,627
-8,139
| -83% | -$320K | ﹤0.01% | 517 |
|
|
2022
Q1 | $473K | Sell |
9,766
-657,747
| -99% | -$31.9M | ﹤0.01% | 352 |
|
|
2021
Q4 | $32M | Sell |
667,513
-905,765
| -58% | -$43.5M | 0.17% | 98 |
|
|
2021
Q3 | $73M | Buy |
1,573,278
+47,003
| +3% | +$2.18M | 0.45% | 54 |
|
|
2021
Q2 | $69.1M | Buy |
1,526,275
+1,354
| +0.1% | +$61.3K | 0.44% | 53 |
|
|
2021
Q1 | $59.6M | Buy |
1,524,921
+1,992
| +0.1% | +$77.8K | 0.45% | 53 |
|
|
2020
Q4 | $46M | Sell |
1,522,929
-23,514
| -2% | -$710K | 0.38% | 57 |
|
|
2020
Q3 | $36.4M | Sell |
1,546,443
-112,807
| -7% | -$2.65M | 0.35% | 63 |
|
|
2020
Q2 | $42.5M | Buy |
1,659,250
+1,627,993
| +5,208% | +$41.7M | 0.49% | 50 |
|
|
2020
Q1 | $897K | Buy |
+31,257
| New | +$897K | 0.02% | 237 |
|