Blue Fin 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 | $252K | Buy |
+3,143
| New | +$252K | 0.04% | 132 |
|
|
2018
Q4 | – | Sell |
-4,444
| Closed | -$234K | – | 131 |
|
|
2018
Q3 | $234K | Sell |
4,444
-173
| -4% | -$9.11K | 0.12% | 118 |
|
|
2018
Q2 | $255K | Buy |
4,617
+267
| +6% | +$14.7K | 0.14% | 113 |
|
|
2018
Q1 | $227K | Sell |
4,350
-8,287
| -66% | -$432K | 0.13% | 118 |
|
|
2017
Q4 | $767K | Sell |
12,637
-1,500
| -11% | -$91K | 0.45% | 63 |
|
|
2017
Q3 | $779K | Sell |
14,137
-1,960
| -12% | -$108K | 0.48% | 62 |
|
|
2017
Q2 | $891K | Sell |
16,097
-1,610
| -9% | -$89.1K | 0.57% | 52 |
|
|
2017
Q1 | $986K | Sell |
17,707
-695
| -4% | -$38.7K | 0.6% | 53 |
|
|
2016
Q4 | $1.01M | Buy |
18,402
+2,049
| +13% | +$113K | 0.67% | 51 |
|
|
2016
Q3 | $724K | Sell |
16,353
-1,125
| -6% | -$49.8K | 0.59% | 55 |
|
|
2016
Q2 | $827K | Hold |
17,478
| – | – | 0.69% | 50 |
|
|
2016
Q1 | $845K | Sell |
17,478
-2,520
| -13% | -$122K | 0.72% | 48 |
|
|
2015
Q4 | $1.09M | Buy |
19,998
+101
| +0.5% | +$5.49K | 0.84% | 41 |
|
|
2015
Q3 | $1.02M | Hold |
19,897
| – | – | 0.8% | 40 |
|
|
2015
Q2 | $1.12M | Buy |
19,897
+200
| +1% | +$11.2K | 0.81% | 40 |
|
|
2015
Q1 | $1.07M | Buy |
19,697
+35
| +0.2% | +$1.91K | 0.77% | 42 |
|
|
2014
Q4 | $1.08M | Buy |
19,662
+305
| +2% | +$16.7K | 0.81% | 42 |
|
|
2014
Q3 | $1M | Buy |
19,357
+513
| +3% | +$26.6K | 0.8% | 40 |
|
|
2014
Q2 | $990K | Buy |
18,844
+1,020
| +6% | +$53.6K | 0.79% | 43 |
|
|
2014
Q1 | $887K | Sell |
17,824
-155
| -0.9% | -$7.71K | 0.78% | 42 |
|
|
2013
Q4 | $816K | Buy |
+17,979
| New | +$816K | 0.73% | 45 |
|