Chicago Capital’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 | $1.54M | Buy |
19,256
+9
| +0% | +$721 | 0.04% | 151 |
|
|
2025
Q1 | $1.38M | Hold |
19,247
| – | – | 0.04% | 150 |
|
|
2024
Q4 | $1.35M | Hold |
19,247
| – | – | 0.04% | 145 |
|
|
2024
Q3 | $1.09M | Sell |
19,247
-722
| -4% | -$40.8K | 0.03% | 157 |
|
|
2024
Q2 | $1.19M | Buy |
19,969
+9,000
| +82% | +$535K | 0.04% | 150 |
|
|
2024
Q1 | $636K | Sell |
10,969
-6,200
| -36% | -$359K | 0.02% | 197 |
|
|
2023
Q4 | $845K | Hold |
17,169
| – | – | 0.03% | 162 |
|
|
2023
Q3 | $702K | Hold |
17,169
| – | – | 0.03% | 132 |
|
|
2023
Q2 | $733K | Hold |
17,169
| – | – | 0.03% | 127 |
|
|
2023
Q1 | $642K | Hold |
17,169
| – | – | 0.03% | 136 |
|
|
2022
Q4 | $709K | Hold |
17,169
| – | – | 0.04% | 135 |
|
|
2022
Q3 | $691K | Hold |
17,169
| – | – | 0.04% | 135 |
|
|
2022
Q2 | $673K | Hold |
17,169
| – | – | 0.04% | 137 |
|
|
2022
Q1 | $832K | Sell |
17,169
-375
| -2% | -$18.2K | 0.04% | 132 |
|
|
2021
Q4 | $842K | Sell |
17,544
-300
| -2% | -$14.4K | 0.03% | 139 |
|
|
2021
Q3 | $828K | Hold |
17,844
| – | – | 0.03% | 138 |
|
|
2021
Q2 | $808K | Hold |
17,844
| – | – | 0.03% | 135 |
|
|
2021
Q1 | $697K | Sell |
17,844
-170
| -0.9% | -$6.64K | 0.03% | 138 |
|
|
2020
Q4 | $544K | Sell |
18,014
-640
| -3% | -$19.3K | 0.02% | 158 |
|
|
2020
Q3 | $439K | Buy |
18,654
+40
| +0.2% | +$941 | 0.02% | 165 |
|
|
2020
Q2 | $477K | Buy |
18,614
+3,576
| +24% | +$91.6K | 0.03% | 154 |
|
|
2020
Q1 | $432K | Sell |
15,038
-1,150
| -7% | -$33K | 0.03% | 145 |
|
|
2019
Q4 | $871K | Sell |
16,188
-200
| -1% | -$10.8K | 0.05% | 121 |
|
|
2019
Q3 | $827K | Buy |
16,388
+1,250
| +8% | +$63.1K | 0.06% | 122 |
|
|
2019
Q2 | $716K | Buy |
15,138
+150
| +1% | +$7.1K | 0.05% | 131 |
|
|
2019
Q1 | $724K | Hold |
14,988
| – | – | 0.05% | 124 |
|
|
2018
Q4 | $691K | Sell |
14,988
-401
| -3% | -$18.5K | 0.06% | 114 |
|
|
2018
Q3 | $809K | Hold |
15,389
| – | – | 0.06% | 112 |
|
|
2018
Q2 | $853K | Buy |
15,389
+6,738
| +78% | +$373K | 0.07% | 111 |
|
|
2018
Q1 | $453K | Buy |
+8,651
| New | +$453K | 0.06% | 107 |
|