Brave Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $263K | Hold |
3,187
| – | – | 0.06% | 126 |
|
|
2026
Q1 | $254K | Hold |
3,187
| – | – | 0.06% | 134 |
|
|
2025
Q4 | $297K | Hold |
3,187
| – | – | 0.07% | 121 |
|
|
2025
Q3 | $267K | Hold |
3,187
| – | – | 0.07% | 127 |
|
|
2025
Q2 | $255K | Hold |
3,187
| – | – | 0.07% | 121 |
|
|
2025
Q1 | $229K | Hold |
3,187
| – | – | 0.07% | 128 |
|
|
2024
Q4 | $224K | Sell |
3,187
-1,604
| -33% | -$110K | 0.07% | 122 |
|
|
2024
Q3 | $271K | Sell |
4,791
-114
| -2% | -$6.45K | 0.07% | 115 |
|
|
2024
Q2 | $291K | Buy |
+4,905
| New | +$290K | 0.07% | 98 |
|
|
2023
Q3 | – | Sell |
-6,301
| Closed | -$269K | – | 163 |
|
|
2023
Q2 | $269K | Hold |
6,301
| – | – | 0.08% | 99 |
|
|
2023
Q1 | $236K | Hold |
6,301
| – | – | 0.07% | 109 |
|
|
2022
Q4 | $260K | Hold |
6,301
| – | – | 0.09% | 104 |
|
|
2022
Q3 | $253K | Hold |
6,301
| – | – | 0.13% | 95 |
|
|
2022
Q2 | $247K | Hold |
6,301
| – | – | 0.11% | 108 |
|
|
2022
Q1 | $305K | Buy |
6,301
+1,900
| +43% | +$102K | 0.11% | 100 |
|
|
2021
Q4 | $211K | Hold |
4,401
| – | – | 0.06% | 135 |
|
|
2021
Q3 | $204K | Sell |
4,401
-2,000
| -31% | -$92.6K | 0.06% | 133 |
|
|
2021
Q2 | $290K | Sell |
6,401
-1,386
| -18% | -$61.9K | 0.09% | 111 |
|
|
2021
Q1 | $304K | Hold |
7,787
| – | – | 0.1% | 101 |
|
|
2020
Q4 | $235K | Buy |
+7,787
| New | +$202K | 0.09% | 111 |
|
|
2018
Q1 | – | Sell |
-2,337
| Closed | -$142K | – | 186 |
|
|
2017
Q4 | $142K | Buy |
+2,337
| New | +$132K | 0.08% | 144 |
|
|
2016
Q4 | – | Sell |
-2,727
| Closed | -$121K | – | 329 |
|
|
2016
Q3 | $121K | Buy |
2,727
+650
| +31% | +$31.1K | 0.08% | 158 |
|
|
2016
Q2 | $98K | Hold |
2,077
| – | – | 0.07% | 173 |
|
|
2016
Q1 | $100K | Hold |
2,077
| – | – | 0.07% | 174 |
|
|
2015
Q4 | $113K | Hold |
2,077
| – | – | 0.08% | 166 |
|
|
2015
Q3 | $107K | Hold |
2,077
| – | – | 0.08% | 159 |
|
|
2015
Q2 | $117K | Hold |
2,077
| – | – | 0.08% | 162 |
|
|
2015
Q1 | $113K | Hold |
2,077
| – | – | 0.08% | 161 |
|
|
2014
Q4 | $114K | Hold |
2,077
| – | – | 0.08% | 158 |
|
|
2014
Q3 | $108K | Hold |
2,077
| – | – | 0.08% | 164 |
|
|
2014
Q2 | $109K | Hold |
2,077
| – | – | 0.08% | 168 |
|
|
2014
Q1 | $103K | Hold |
2,077
| – | – | 0.08% | 167 |
|
|
2013
Q4 | $94K | Buy |
+2,077
| New | +$89.7K | 0.08% | 172 |
|
Other funds holding WFC
DC
CNB
P
QCM
WAM
CCMIC
ONB