Catalina Capital Group’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 | – | Sell |
-3,554
| Closed | -$255K | – | 204 |
|
|
2025
Q1 | $255K | Sell |
3,554
-7,115
| -67% | -$511K | 0.17% | 127 |
|
|
2024
Q4 | $749K | Buy |
10,669
+783
| +8% | +$55K | 0.25% | 79 |
|
|
2024
Q3 | $558K | Buy |
9,886
+168
| +2% | +$9.49K | 0.19% | 110 |
|
|
2024
Q2 | $577K | Buy |
9,718
+2,051
| +27% | +$122K | 0.22% | 93 |
|
|
2024
Q1 | $444K | Buy |
+7,667
| New | +$444K | 0.18% | 119 |
|