Centaurus Financial’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 | $4.86M | Buy |
60,607
+23,549
| +64% | +$1.89M | 0.28% | 84 |
|
|
2025
Q1 | $2.66M | Sell |
37,058
-71
| -0.2% | -$5.1K | 0.16% | 133 |
|
|
2024
Q4 | $2.61M | Sell |
37,129
-153
| -0.4% | -$10.7K | 0.16% | 132 |
|
|
2024
Q3 | $2.11M | Sell |
37,282
-4,529
| -11% | -$256K | 0.13% | 151 |
|
|
2024
Q2 | $2.48M | Sell |
41,811
-320
| -0.8% | -$19K | 0.17% | 131 |
|
|
2024
Q1 | $2.44M | Sell |
42,131
-2,168
| -5% | -$126K | 0.17% | 131 |
|
|
2023
Q4 | $2.18M | Sell |
44,299
-642
| -1% | -$31.6K | 0.17% | 132 |
|
|
2023
Q3 | $1.84M | Buy |
44,941
+1,255
| +3% | +$51.3K | 0.16% | 142 |
|
|
2023
Q2 | $1.87M | Sell |
43,686
-5,721
| -12% | -$244K | 0.16% | 145 |
|
|
2023
Q1 | $1.85M | Buy |
49,407
+8,954
| +22% | +$335K | 0.15% | 164 |
|
|
2022
Q4 | $1.67M | Buy |
40,453
+12,306
| +44% | +$508K | 0.16% | 158 |
|
|
2022
Q3 | $1.13M | Buy |
28,147
+3,177
| +13% | +$128K | 0.11% | 215 |
|
|
2022
Q2 | $978K | Sell |
24,970
-101
| -0.4% | -$3.96K | 0.1% | 236 |
|
|
2022
Q1 | $1.22M | Sell |
25,071
-534
| -2% | -$25.9K | 0.1% | 246 |
|
|
2021
Q4 | $1.23M | Buy |
25,605
+900
| +4% | +$43.2K | 0.09% | 238 |
|
|
2021
Q3 | $1.15M | Sell |
24,705
-349
| -1% | -$16.2K | 0.1% | 247 |
|
|
2021
Q2 | $1.14M | Sell |
25,054
-400
| -2% | -$18.1K | 0.1% | 247 |
|
|
2021
Q1 | $994K | Sell |
25,454
-9,565
| -27% | -$374K | 0.1% | 241 |
|
|
2020
Q4 | $1.06M | Sell |
35,019
-431
| -1% | -$13K | 0.11% | 222 |
|
|
2020
Q3 | $833K | Buy |
35,450
+16,725
| +89% | +$393K | 0.12% | 198 |
|
|
2020
Q2 | $479K | Buy |
18,725
+13,164
| +237% | +$337K | 0.07% | 274 |
|
|
2020
Q1 | $160K | Buy |
5,561
+1,856
| +50% | +$53.4K | 0.03% | 387 |
|
|
2019
Q4 | $199K | Sell |
3,705
-1,389
| -27% | -$74.6K | 0.03% | 461 |
|
|
2019
Q3 | $257K | Sell |
5,094
-390
| -7% | -$19.7K | 0.04% | 364 |
|
|
2019
Q2 | $260K | Buy |
5,484
+5,222
| +1,993% | +$248K | 0.04% | 381 |
|
|
2019
Q1 | $5.42K | Buy |
262
+62
| +31% | +$1.28K | 0.03% | 335 |
|
|
2018
Q4 | $4 | Buy |
200
+196
| +4,900% | +$4 | 0.03% | 333 |
|
|
2018
Q3 | $226 | Sell |
4
-22,160
| -100% | -$1.25M | 0.04% | 360 |
|
|
2018
Q2 | $1.23M | Buy |
22,164
+7,066
| +47% | +$392K | 0.17% | 134 |
|
|
2018
Q1 | $791K | Buy |
+15,098
| New | +$791K | 0.19% | 135 |
|