Cape Investment Advisory’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 | $630K | Buy |
7,864
+178
| +2% | +$14.3K | 0.23% | 80 |
|
|
2025
Q1 | $552K | Buy |
7,686
+78
| +1% | +$5.6K | 0.22% | 84 |
|
|
2024
Q4 | $534K | Buy |
7,608
+605
| +9% | +$42.5K | 0.21% | 86 |
|
|
2024
Q3 | $396K | Buy |
7,003
+596
| +9% | +$33.7K | 0.16% | 105 |
|
|
2024
Q2 | $381K | Sell |
6,407
-164
| -2% | -$9.74K | 0.17% | 95 |
|
|
2024
Q1 | $381K | Sell |
6,571
-175
| -3% | -$10.1K | 0.18% | 93 |
|
|
2023
Q4 | $332K | Buy |
6,746
+219
| +3% | +$10.8K | 0.16% | 99 |
|
|
2023
Q3 | $267K | Buy |
6,527
+679
| +12% | +$27.7K | 0.15% | 104 |
|
|
2023
Q2 | $250K | Buy |
5,848
+436
| +8% | +$18.6K | 0.14% | 109 |
|
|
2023
Q1 | $202K | Buy |
+5,412
| New | +$202K | 0.12% | 122 |
|