Bellevue Asset 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 | $34.7K | Buy |
432
+2
| +0.5% | +$160 | 0.02% | 189 |
|
|
2025
Q1 | $30.9K | Hold |
430
| – | – | 0.02% | 196 |
|
|
2024
Q4 | $30.2K | Hold |
430
| – | – | 0.02% | 203 |
|
|
2024
Q3 | $24.3K | Buy |
430
+3
| +0.7% | +$170 | 0.01% | 218 |
|
|
2024
Q2 | $25.4K | Buy |
427
+2
| +0.5% | +$119 | 0.01% | 205 |
|
|
2024
Q1 | $24.6K | Buy |
425
+3
| +0.7% | +$174 | 0.01% | 211 |
|
|
2023
Q4 | $20.8K | Sell |
422
-61
| -13% | -$3K | 0.02% | 223 |
|
|
2023
Q3 | $19.8K | Buy |
483
+3
| +0.6% | +$123 | 0.01% | 220 |
|
|
2023
Q2 | $20.5K | Sell |
480
-847
| -64% | -$36.2K | 0.01% | 225 |
|
|
2023
Q1 | $49.6K | Buy |
1,327
+3
| +0.2% | +$112 | 0.03% | 149 |
|
|
2022
Q4 | $54.5K | Buy |
1,324
+2
| +0.2% | +$82 | 0.04% | 141 |
|
|
2022
Q3 | $55K | Buy |
1,322
+3
| +0.2% | +$125 | 0.04% | 141 |
|
|
2022
Q2 | $52K | Buy |
1,319
+2
| +0.2% | +$79 | 0.04% | 154 |
|
|
2022
Q1 | $64K | Sell |
1,317
-331
| -20% | -$16.1K | 0.04% | 148 |
|
|
2021
Q4 | $79K | Hold |
1,648
| – | – | 0.05% | 134 |
|
|
2021
Q3 | $77K | Hold |
1,648
| – | – | 0.05% | 140 |
|
|
2021
Q2 | $75K | Hold |
1,648
| – | – | 0.05% | 146 |
|
|
2021
Q1 | $65K | Hold |
1,648
| – | – | 0.04% | 156 |
|
|
2020
Q4 | $52K | Sell |
1,648
-99
| -6% | -$3.12K | 0.03% | 165 |
|
|
2020
Q3 | $41K | Buy |
1,747
+214
| +14% | +$5.02K | 0.03% | 181 |
|
|
2020
Q2 | $39K | Hold |
1,533
| – | – | 0.04% | 187 |
|
|
2020
Q1 | $43K | Buy |
1,533
+518
| +51% | +$14.5K | 0.04% | 179 |
|
|
2019
Q4 | $55K | Buy |
+1,015
| New | +$55K | 0.04% | 146 |
|