Caldwell Sutter Capital’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 | $350K | Sell |
4,369
-148
| -3% | -$11.9K | 0.16% | 141 |
|
|
2025
Q1 | $324K | Sell |
4,517
-138
| -3% | -$9.91K | 0.15% | 148 |
|
|
2024
Q4 | $327K | Buy |
4,655
+1
| +0% | +$70 | 0.15% | 146 |
|
|
2024
Q3 | $263K | Sell |
4,654
-29
| -0.6% | -$1.64K | 0.12% | 167 |
|
|
2024
Q2 | $278K | Sell |
4,683
-394
| -8% | -$23.4K | 0.14% | 155 |
|
|
2024
Q1 | $294K | Sell |
5,077
-173
| -3% | -$10K | 0.14% | 153 |
|
|
2023
Q4 | $258K | Buy |
5,250
+124
| +2% | +$6.1K | 0.13% | 154 |
|
|
2023
Q3 | $209K | Buy |
5,126
+92
| +2% | +$3.76K | 0.12% | 166 |
|
|
2023
Q2 | $215K | Buy |
5,034
+2,223
| +79% | +$94.9K | 0.11% | 168 |
|
|
2023
Q1 | $105K | Buy |
+2,811
| New | +$105K | 0.08% | 183 |
|