Callan Family Office’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 | $18.5M | Buy |
230,618
+155,626
| +208% | +$12.5M | 0.58% | 26 |
|
|
2025
Q1 | $5.38M | Sell |
74,992
-23,347
| -24% | -$1.68M | 0.4% | 54 |
|
|
2024
Q4 | $6.91M | Buy |
98,339
+91,731
| +1,388% | +$6.44M | 0.44% | 44 |
|
|
2024
Q3 | $373K | Sell |
6,608
-85,394
| -93% | -$4.82M | 0.06% | 123 |
|
|
2024
Q2 | $5.46M | Buy |
92,002
+537
| +0.6% | +$31.9K | 1.05% | 22 |
|
|
2024
Q1 | $5.3M | Buy |
91,465
+943
| +1% | +$54.7K | 1.24% | 16 |
|
|
2023
Q4 | $4.46M | Buy |
90,522
+155
| +0.2% | +$7.63K | 1.1% | 21 |
|
|
2023
Q3 | $3.69M | Buy |
90,367
+100
| +0.1% | +$4.09K | 0.98% | 23 |
|
|
2023
Q2 | $3.85M | Sell |
90,267
-36,800
| -29% | -$1.57M | 1.02% | 24 |
|
|
2023
Q1 | $4.75M | Buy |
+127,067
| New | +$4.75M | 1.15% | 18 |
|