Caledonia Investments (Australia)’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 | $256K | Hold |
3,198
| – | – | ﹤0.01% | 15 |
|
|
2025
Q1 | $230K | Hold |
3,198
| – | – | ﹤0.01% | 16 |
|
|
2024
Q4 | $225K | Buy |
+3,198
| New | +$225K | ﹤0.01% | 13 |
|
|
2020
Q1 | – | Sell |
-5,088
| Closed | -$274K | – | 16 |
|
|
2019
Q4 | $274K | Hold |
5,088
| – | – | ﹤0.01% | 12 |
|
|
2019
Q3 | $257K | Hold |
5,088
| – | – | 0.01% | 15 |
|
|
2019
Q2 | $241K | Hold |
5,088
| – | – | ﹤0.01% | 13 |
|
|
2019
Q1 | $246K | Sell |
5,088
-70
| -1% | -$3.38K | 0.01% | 12 |
|
|
2018
Q4 | $238K | Buy |
+5,158
| New | +$238K | 0.01% | 18 |
|