Belmont Capital’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 | $532K | Hold |
6,638
| – | – | 0.08% | 68 |
|
|
2025
Q1 | $477K | Sell |
6,638
-52
| -0.8% | -$3.73K | 0.09% | 70 |
|
|
2024
Q4 | $470K | Sell |
6,690
-100
| -1% | -$7.02K | 0.08% | 51 |
|
|
2024
Q3 | $384K | Hold |
6,790
| – | – | 0.06% | 85 |
|
|
2024
Q2 | $403K | Buy |
6,790
+2,085
| +44% | +$124K | 0.08% | 86 |
|
|
2024
Q1 | $273K | Sell |
4,705
-4,499
| -49% | -$261K | 0.07% | 78 |
|
|
2023
Q4 | $453K | Buy |
9,204
+4,425
| +93% | +$218K | 0.19% | 51 |
|
|
2023
Q3 | $195K | Buy |
4,779
+3,733
| +357% | +$153K | 0.11% | 67 |
|
|
2023
Q2 | $44.6K | Buy |
1,046
+492
| +89% | +$21K | 0.03% | 71 |
|
|
2023
Q1 | $20.7K | Hold |
554
| – | – | 0.02% | 64 |
|
|
2022
Q4 | $23K | Hold |
554
| – | – | 0.02% | 62 |
|
|
2022
Q3 | $22K | Buy |
+554
| New | +$22K | 0.03% | 50 |
|