Bryn Mawr Capital Management’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 | $398K | Buy |
4,963
+511
| +11% | +$40.9K | 0.02% | 297 |
|
|
2025
Q1 | $320K | Buy |
4,452
+598
| +16% | +$42.9K | 0.02% | 310 |
|
|
2024
Q4 | $271K | Buy |
3,854
+299
| +8% | +$21K | 0.01% | 358 |
|
|
2024
Q3 | $201K | Sell |
3,555
-120
| -3% | -$6.78K | 0.01% | 398 |
|
|
2024
Q2 | $218K | Hold |
3,675
| – | – | 0.01% | 370 |
|
|
2024
Q1 | $213K | Buy |
+3,675
| New | +$213K | 0.01% | 381 |
|
|
2019
Q3 | – | Sell |
-4,802
| Closed | -$227K | – | 85 |
|
|
2019
Q2 | $227K | Hold |
4,802
| – | – | 0.19% | 78 |
|
|
2019
Q1 | $232K | Sell |
4,802
-441
| -8% | -$21.3K | 0.21% | 72 |
|
|
2018
Q4 | $242K | Sell |
5,243
-224
| -4% | -$10.3K | 0.22% | 63 |
|
|
2018
Q3 | $287K | Sell |
5,467
-196
| -3% | -$10.3K | 0.24% | 61 |
|
|
2018
Q2 | $314K | Buy |
5,663
+267
| +5% | +$14.8K | 0.28% | 54 |
|
|
2018
Q1 | $283K | Buy |
5,396
+34
| +0.6% | +$1.78K | 0.26% | 60 |
|
|
2017
Q4 | $296K | Hold |
5,362
| – | – | 0.39% | 44 |
|
|
2017
Q3 | $296K | Hold |
5,362
| – | – | 0.31% | 53 |
|
|
2017
Q2 | $297K | Sell |
5,362
-1,563
| -23% | -$86.6K | 0.34% | 49 |
|
|
2017
Q1 | $385K | Buy |
6,925
+504
| +8% | +$28K | 0.4% | 46 |
|
|
2016
Q4 | $354K | Buy |
+6,421
| New | +$354K | 0.36% | 50 |
|