CAAS 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
Q1 | $2.72M | Buy |
37,926
+23,307
| +159% | +$1.67M | 0.29% | 23 |
|
|
2024
Q4 | $1.03M | Buy |
+14,619
| New | +$1.03M | 0.18% | 33 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 240 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 288 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 355 |
|
|
2023
Q4 | – | Sell |
-62,128
| Closed | -$2.54M | – | 395 |
|
|
2023
Q3 | $2.54M | Buy |
+62,128
| New | +$2.54M | 0.16% | 36 |
|
|
2023
Q2 | – | Sell |
-134,482
| Closed | -$5.03M | – | 493 |
|
|
2023
Q1 | $5.03M | Buy |
134,482
+58,961
| +78% | +$2.2M | 0.27% | 16 |
|
|
2022
Q4 | $3.12M | Buy |
75,521
+17,521
| +30% | +$723K | 0.19% | 33 |
|
|
2022
Q3 | $2.33M | Buy |
58,000
+52,800
| +1,015% | +$2.12M | 0.11% | 80 |
|
|
2022
Q2 | $204K | Buy |
+5,200
| New | +$204K | 0.01% | 305 |
|
|
2022
Q1 | – | Sell |
-70,800
| Closed | -$3.4M | – | 624 |
|
|
2021
Q4 | $3.4M | Buy |
70,800
+58,535
| +477% | +$2.81M | 0.08% | 66 |
|
|
2021
Q3 | $569K | Sell |
12,265
-10,068
| -45% | -$467K | 0.01% | 315 |
|
|
2021
Q2 | $1.01M | Sell |
22,333
-80,917
| -78% | -$3.66M | 0.02% | 256 |
|
|
2021
Q1 | $4.03M | Buy |
103,250
+12,850
| +14% | +$502K | 0.04% | 184 |
|
|
2020
Q4 | $2.73M | Sell |
90,400
-74,199
| -45% | -$2.24M | 0.03% | 190 |
|
|
2020
Q3 | $3.87M | Buy |
+164,599
| New | +$3.87M | 0.09% | 94 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 302 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 115 |
|