Callan 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
Q1 | $557K | Buy |
7,761
+1,364
| +21% | +$97.9K | 0.04% | 191 |
|
|
2024
Q4 | $449K | Buy |
6,397
+373
| +6% | +$26.2K | 0.03% | 195 |
|
|
2024
Q3 | $340K | Buy |
6,024
+220
| +4% | +$12.4K | 0.02% | 245 |
|
|
2024
Q2 | $345K | Buy |
5,804
+342
| +6% | +$20.3K | 0.03% | 215 |
|
|
2024
Q1 | $317K | Buy |
+5,462
| New | +$317K | 0.03% | 196 |
|
|
2023
Q2 | – | Sell |
-8,884
| Closed | -$332K | – | 193 |
|
|
2023
Q1 | $332K | Buy |
8,884
+500
| +6% | +$18.7K | 0.04% | 137 |
|
|
2022
Q4 | $346K | Buy |
+8,384
| New | +$346K | 0.04% | 128 |
|