Campion Asset 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
Q2 | $480K | Sell |
5,997
-408
| -6% | -$32.7K | 0.36% | 49 |
|
|
2025
Q1 | $460K | Sell |
6,405
-1,010
| -14% | -$72.5K | 0.36% | 53 |
|
|
2024
Q4 | $521K | Sell |
7,415
-170
| -2% | -$11.9K | 0.39% | 46 |
|
|
2024
Q3 | $428K | Sell |
7,585
-270
| -3% | -$15.3K | 0.31% | 57 |
|
|
2024
Q2 | $467K | Sell |
7,855
-150
| -2% | -$8.91K | 0.37% | 54 |
|
|
2024
Q1 | $464K | Sell |
8,005
-160
| -2% | -$9.27K | 0.36% | 59 |
|
|
2023
Q4 | $402K | Sell |
8,165
-460
| -5% | -$22.6K | 0.34% | 61 |
|
|
2023
Q3 | $352K | Hold |
8,625
| – | – | 0.33% | 63 |
|
|
2023
Q2 | $368K | Sell |
8,625
-200
| -2% | -$8.54K | 0.33% | 62 |
|
|
2023
Q1 | $330K | Hold |
8,825
| – | – | 0.31% | 68 |
|
|
2022
Q4 | $364K | Sell |
8,825
-610
| -6% | -$25.2K | 0.36% | 64 |
|
|
2022
Q3 | $379K | Buy |
9,435
+1,645
| +21% | +$66.1K | 0.4% | 56 |
|
|
2022
Q2 | $305K | Hold |
7,790
| – | – | 0.3% | 67 |
|
|
2022
Q1 | $378K | Hold |
7,790
| – | – | 0.32% | 65 |
|
|
2021
Q4 | $374K | Buy |
7,790
+1,700
| +28% | +$81.6K | 0.31% | 64 |
|
|
2021
Q3 | $283K | Sell |
6,090
-90
| -1% | -$4.18K | 0.25% | 79 |
|
|
2021
Q2 | $280K | Hold |
6,180
| – | – | 0.23% | 78 |
|
|
2021
Q1 | $241K | Buy |
+6,180
| New | +$241K | 0.18% | 87 |
|