Biltmore Family Office’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 | $755K | Sell |
9,419
-200
| -2% | -$16K | 0.13% | 101 |
|
|
2025
Q1 | $691K | Sell |
9,619
-145
| -1% | -$10.4K | 0.12% | 108 |
|
|
2024
Q4 | $686K | Sell |
9,764
-84
| -0.9% | -$5.9K | 0.12% | 106 |
|
|
2024
Q3 | $556K | Buy |
9,848
+462
| +5% | +$26.1K | 0.1% | 122 |
|
|
2024
Q2 | $557K | Buy |
9,386
+682
| +8% | +$40.5K | 0.1% | 105 |
|
|
2024
Q1 | $504K | Hold |
8,704
| – | – | 0.1% | 108 |
|
|
2023
Q4 | $428K | Hold |
8,704
| – | – | 0.09% | 126 |
|
|
2023
Q3 | $356K | Hold |
8,704
| – | – | 0.08% | 140 |
|
|
2023
Q2 | $371K | Sell |
8,704
-1,353
| -13% | -$57.7K | 0.08% | 136 |
|
|
2023
Q1 | $376K | Buy |
10,057
+495
| +5% | +$18.5K | 0.08% | 163 |
|
|
2022
Q4 | $395K | Buy |
9,562
+843
| +10% | +$34.8K | 0.08% | 154 |
|
|
2022
Q3 | $351K | Buy |
8,719
+15
| +0.2% | +$604 | 0.08% | 128 |
|
|
2022
Q2 | $341K | Sell |
8,704
-2,265
| -21% | -$88.7K | 0.09% | 133 |
|
|
2022
Q1 | $532K | Buy |
10,969
+2,265
| +26% | +$110K | 0.11% | 101 |
|
|
2021
Q4 | $418K | Sell |
8,704
-1,945
| -18% | -$93.4K | 0.08% | 143 |
|
|
2021
Q3 | $494K | Sell |
10,649
-150
| -1% | -$6.96K | 0.12% | 103 |
|
|
2021
Q2 | $489K | Hold |
10,799
| – | – | 0.14% | 101 |
|
|
2021
Q1 | $422K | Sell |
10,799
-1,400
| -11% | -$54.7K | 0.13% | 109 |
|
|
2020
Q4 | $368K | Sell |
12,199
-622
| -5% | -$18.8K | 0.11% | 123 |
|
|
2020
Q3 | $301K | Sell |
12,821
-15
| -0.1% | -$352 | 0.17% | 111 |
|
|
2020
Q2 | $329K | Hold |
12,836
| – | – | 0.2% | 103 |
|
|
2020
Q1 | $368K | Sell |
12,836
-2,317
| -15% | -$66.4K | 0.24% | 100 |
|
|
2019
Q4 | $815K | Buy |
15,153
+2,458
| +19% | +$132K | 0.33% | 72 |
|
|
2019
Q3 | $640K | Sell |
12,695
-1,100
| -8% | -$55.5K | 0.28% | 83 |
|
|
2019
Q2 | $653K | Sell |
13,795
-1,526
| -10% | -$72.2K | 0.35% | 71 |
|
|
2019
Q1 | $740K | Hold |
15,321
| – | – | 0.38% | 70 |
|
|
2018
Q4 | $706K | Buy |
15,321
+866
| +6% | +$39.9K | 0.4% | 70 |
|
|
2018
Q3 | $760K | Hold |
14,455
| – | – | 0.36% | 74 |
|
|
2018
Q2 | $801K | Sell |
14,455
-3,380
| -19% | -$187K | 0.4% | 68 |
|
|
2018
Q1 | $935K | Buy |
17,835
+3,000
| +20% | +$157K | 0.42% | 65 |
|
|
2017
Q4 | $900K | Buy |
+14,835
| New | +$900K | 0.41% | 67 |
|