Byrne Asset 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 | $46.5K | Buy |
+580
| New | +$46.5K | 0.03% | 247 |
|
|
2025
Q1 | – | Sell |
-490
| Closed | -$34.4K | – | 273 |
|
|
2024
Q4 | $34.4K | Hold |
490
| – | – | 0.02% | 226 |
|
|
2024
Q3 | $27.7K | Hold |
490
| – | – | 0.02% | 261 |
|
|
2024
Q2 | $28.1K | Buy |
490
+50
| +11% | +$2.87K | 0.02% | 254 |
|
|
2024
Q1 | $25.5K | Buy |
440
+65
| +17% | +$3.77K | 0.02% | 263 |
|
|
2023
Q4 | $18.5K | Sell |
375
-75
| -17% | -$3.7K | 0.01% | 297 |
|
|
2023
Q3 | $18K | Hold |
450
| – | – | 0.01% | 285 |
|
|
2023
Q2 | $19K | Sell |
450
-449
| -50% | -$19K | 0.01% | 337 |
|
|
2023
Q1 | $34K | Sell |
899
-90
| -9% | -$3.4K | 0.02% | 257 |
|
|
2022
Q4 | $40.8K | Buy |
989
+539
| +120% | +$22.3K | 0.03% | 246 |
|
|
2022
Q3 | $18K | Sell |
450
-416
| -48% | -$16.6K | 0.01% | 307 |
|
|
2022
Q2 | $34K | Hold |
866
| – | – | 0.03% | 224 |
|
|
2022
Q1 | $42K | Sell |
866
-234
| -21% | -$11.3K | 0.03% | 226 |
|
|
2021
Q4 | $53K | Buy |
+1,100
| New | +$53K | 0.03% | 215 |
|