Canoe Financial’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 | $272M | Buy |
3,394,260
+604,930
| +22% | +$48.5M | 3.87% | 4 |
|
|
2025
Q1 | $200M | Buy |
2,789,330
+164,607
| +6% | +$11.8M | 3.21% | 8 |
|
|
2024
Q4 | $184M | Sell |
2,624,723
-246,996
| -9% | -$17.3M | 3% | 11 |
|
|
2024
Q3 | $161M | Buy |
+2,871,719
| New | +$161M | 3.86% | 5 |
|
|
2024
Q2 | – | Sell |
-2,946,348
| Closed | -$171M | – | 103 |
|
|
2024
Q1 | $171M | Sell |
2,946,348
-26,374
| -0.9% | -$1.53M | 2.81% | 10 |
|
|
2023
Q4 | $146M | Buy |
2,972,722
+582,570
| +24% | +$28.7M | 2.87% | 10 |
|
|
2023
Q3 | $133M | Sell |
2,390,152
-9,555
| -0.4% | -$530K | 3.71% | 5 |
|
|
2023
Q2 | $102M | Sell |
2,399,707
-595,118
| -20% | -$25.4M | 2.14% | 15 |
|
|
2023
Q1 | $112M | Buy |
+2,994,825
| New | +$112M | 1.56% | 19 |
|