Capital Square’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 | $303K | Sell |
3,668
-800
| -18% | -$66K | 0.16% | 138 |
|
|
2025
Q1 | $321K | Hold |
4,468
| – | – | 0.19% | 122 |
|
|
2024
Q4 | $345K | Sell |
4,468
-109
| -2% | -$8.43K | 0.2% | 122 |
|
|
2024
Q3 | $259K | Buy |
4,577
+179
| +4% | +$10.1K | 0.16% | 126 |
|
|
2024
Q2 | $260K | Sell |
4,398
-2,000
| -31% | -$118K | 0.17% | 124 |
|
|
2024
Q1 | $371K | Buy |
6,398
+1,398
| +28% | +$81K | 0.26% | 98 |
|
|
2023
Q4 | $246K | Sell |
5,000
-3,018
| -38% | -$149K | 0.28% | 86 |
|
|
2023
Q3 | $333K | Hold |
8,018
| – | – | 0.45% | 64 |
|
|
2023
Q2 | $342K | Hold |
8,018
| – | – | 0.32% | 89 |
|
|
2023
Q1 | $304K | Sell |
8,018
-2,488
| -24% | -$94.3K | 0.28% | 96 |
|
|
2022
Q4 | $434K | Sell |
10,506
-40,000
| -79% | -$1.65M | 0.39% | 75 |
|
|
2022
Q3 | $2.03M | Hold |
50,506
| – | – | 1.85% | 13 |
|
|
2022
Q2 | $1.98M | Sell |
50,506
-4,360
| -8% | -$171K | 1.64% | 13 |
|
|
2022
Q1 | $2.66M | Sell |
54,866
-2,798
| -5% | -$136K | 1.9% | 13 |
|
|
2021
Q4 | $3.02M | Hold |
57,664
| – | – | 2.08% | 9 |
|
|
2021
Q3 | $2.71M | Hold |
57,664
| – | – | 1.92% | 13 |
|
|
2021
Q2 | $2.64M | Hold |
57,664
| – | – | 1.95% | 14 |
|
|
2021
Q1 | $2.34M | Hold |
57,664
| – | – | 1.74% | 16 |
|
|
2020
Q4 | $1.74M | Buy |
57,664
+160
| +0.3% | +$4.83K | 1.46% | 18 |
|
|
2020
Q3 | $1.35M | Hold |
57,504
| – | – | 1.4% | 17 |
|
|
2020
Q2 | $1.47M | Buy |
57,504
+1
| +0% | +$26 | 1.57% | 16 |
|
|
2020
Q1 | $1.65M | Buy |
57,503
+631
| +1% | +$18.1K | 1.92% | 11 |
|
|
2019
Q4 | $3.06M | Buy |
+56,872
| New | +$3.06M | 2.92% | 8 |
|