Capitolis Liquid Global Markets’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 | $22.6M | Sell |
282,270
-235,000
| -45% | -$18.8M | 0.17% | 90 |
|
2025
Q1 | $37.1M | Sell |
517,270
-20,930
| -4% | -$1.5M | 0.33% | 57 |
|
2024
Q4 | $37.8M | Hold |
538,200
| – | – | 0.37% | 50 |
|
2024
Q3 | $30.4M | Buy |
538,200
+485,400
| +919% | +$27.4M | 0.32% | 54 |
|
2024
Q2 | $3.14M | Hold |
52,800
| – | – | 0.04% | 105 |
|
2024
Q1 | $3.06M | Buy |
+52,800
| New | +$3.06M | 0.05% | 109 |
|