Baron Wealth 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 | $672K | Buy |
8,389
+1,408
| +20% | +$113K | 0.24% | 60 |
|
|
2025
Q1 | $501K | Buy |
6,981
+2,145
| +44% | +$154K | 0.22% | 76 |
|
|
2024
Q4 | $340K | Buy |
4,836
+547
| +13% | +$38.4K | 0.16% | 107 |
|
|
2024
Q3 | $242K | Sell |
4,289
-651
| -13% | -$36.8K | 0.12% | 158 |
|
|
2024
Q2 | $293K | Sell |
4,940
-567
| -10% | -$33.7K | 0.15% | 114 |
|
|
2024
Q1 | $319K | Sell |
5,507
-1,091
| -17% | -$63.2K | 0.17% | 110 |
|
|
2023
Q4 | $325K | Buy |
6,598
+511
| +8% | +$25.2K | 0.18% | 94 |
|
|
2023
Q3 | $249K | Sell |
6,087
-31
| -0.5% | -$1.27K | 0.16% | 112 |
|
|
2023
Q2 | $261K | Buy |
6,118
+571
| +10% | +$24.4K | 0.17% | 106 |
|
|
2023
Q1 | $207K | Sell |
5,547
-228
| -4% | -$8.52K | 0.15% | 123 |
|
|
2022
Q4 | $238K | Buy |
+5,775
| New | +$238K | 0.18% | 105 |
|