Bleakley Financial Group’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 | $6.6M | Buy |
82,382
+6,722
| +9% | +$539K | 0.17% | 119 |
|
|
2025
Q1 | $5.43M | Buy |
75,660
+2,767
| +4% | +$199K | 0.17% | 116 |
|
|
2024
Q4 | $5.12M | Buy |
72,893
+4,482
| +7% | +$315K | 0.15% | 113 |
|
|
2024
Q3 | $3.86M | Buy |
68,411
+6,367
| +10% | +$360K | 0.12% | 149 |
|
|
2024
Q2 | $3.68M | Buy |
62,044
+1,367
| +2% | +$81.2K | 0.11% | 180 |
|
|
2024
Q1 | $3.52M | Sell |
60,677
-3,092
| -5% | -$179K | 0.1% | 192 |
|
|
2023
Q4 | $3.14M | Sell |
63,769
-3,446
| -5% | -$170K | 0.1% | 189 |
|
|
2023
Q3 | $2.75M | Sell |
67,215
-952
| -1% | -$38.9K | 0.1% | 191 |
|
|
2023
Q2 | $2.91M | Buy |
68,167
+8,915
| +15% | +$380K | 0.09% | 198 |
|
|
2023
Q1 | $2.21M | Sell |
59,252
-1,922
| -3% | -$71.8K | 0.07% | 233 |
|
|
2022
Q4 | $2.53M | Buy |
+61,174
| New | +$2.53M | 0.09% | 207 |
|