Blueprint Investment Partners’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 | – | Sell |
-11,482
| Closed | -$824K | – | 112 |
|
|
2025
Q1 | $824K | Buy |
11,482
+552
| +5% | +$39.6K | 0.15% | 74 |
|
|
2024
Q4 | $768K | Buy |
10,930
+5,978
| +121% | +$420K | 0.12% | 93 |
|
|
2024
Q3 | $280K | Sell |
4,952
-4,570
| -48% | -$258K | 0.05% | 141 |
|
|
2024
Q2 | $566K | Buy |
9,522
+1,832
| +24% | +$109K | 0.12% | 76 |
|
|
2024
Q1 | $446K | Buy |
7,690
+1,564
| +26% | +$90.6K | 0.09% | 88 |
|
|
2023
Q4 | $302K | Buy |
+6,126
| New | +$302K | 0.08% | 100 |
|
|
2023
Q2 | – | Sell |
-14,415
| Closed | -$539K | – | 249 |
|
|
2023
Q1 | $539K | Buy |
14,415
+205
| +1% | +$7.66K | 0.12% | 111 |
|
|
2022
Q4 | $587K | Buy |
14,210
+4,583
| +48% | +$189K | 0.12% | 115 |
|
|
2022
Q3 | $387K | Buy |
+9,627
| New | +$387K | 0.11% | 86 |
|
|
2022
Q2 | – | Sell |
-13,071
| Closed | -$633K | – | 227 |
|
|
2022
Q1 | $633K | Buy |
13,071
+1,747
| +15% | +$84.6K | 0.16% | 89 |
|
|
2021
Q4 | $543K | Buy |
11,324
+4,308
| +61% | +$207K | 0.13% | 117 |
|
|
2021
Q3 | $326K | Buy |
+7,016
| New | +$326K | 0.16% | 90 |
|