Ceeto 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 | $1.96M | Buy |
24,503
+3,000
| +14% | +$240K | 0.68% | 31 |
|
|
2025
Q1 | $1.54M | Hold |
21,503
| – | – | 0.59% | 37 |
|
|
2024
Q4 | $1.51M | Hold |
21,503
| – | – | 0.56% | 37 |
|
|
2024
Q3 | $1.22M | Buy |
21,503
+2,000
| +10% | +$113K | 0.45% | 52 |
|
|
2024
Q2 | $1.16M | Hold |
19,503
| – | – | 0.45% | 51 |
|
|
2024
Q1 | $1.13M | Hold |
19,503
| – | – | 0.46% | 51 |
|
|
2023
Q4 | $960K | Buy |
19,503
+3,000
| +18% | +$148K | 0.41% | 53 |
|
|
2023
Q3 | $674K | Hold |
16,503
| – | – | 0.33% | 66 |
|
|
2023
Q2 | $704K | Hold |
16,503
| – | – | 0.32% | 66 |
|
|
2023
Q1 | $617K | Buy |
16,503
+503
| +3% | +$18.8K | 0.31% | 72 |
|
|
2022
Q4 | $661K | Buy |
16,000
+1,000
| +7% | +$41.3K | 0.36% | 67 |
|
|
2022
Q3 | $603K | Hold |
15,000
| – | – | 0.35% | 70 |
|
|
2022
Q2 | $588K | Buy |
15,000
+3,000
| +25% | +$118K | 0.32% | 79 |
|
|
2022
Q1 | $582K | Buy |
12,000
+7,000
| +140% | +$340K | 0.27% | 91 |
|
|
2021
Q4 | $240K | Hold |
5,000
| – | – | 0.1% | 137 |
|
|
2021
Q3 | $232K | Hold |
5,000
| – | – | 0.11% | 135 |
|
|
2021
Q2 | $226K | Hold |
5,000
| – | – | 0.1% | 138 |
|
|
2021
Q1 | $195K | Hold |
5,000
| – | – | 0.1% | 133 |
|
|
2020
Q4 | $151K | Sell |
5,000
-6,000
| -55% | -$181K | 0.08% | 134 |
|
|
2020
Q3 | $259K | Hold |
11,000
| – | – | 0.14% | 117 |
|
|
2020
Q2 | $282K | Buy |
11,000
+834
| +8% | +$21.4K | 0.18% | 109 |
|
|
2020
Q1 | $292K | Buy |
+10,166
| New | +$292K | 0.23% | 99 |
|