Citadel Investment Advisory’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 | $1.63M | Sell |
20,341
-700
| -3% | -$56.1K | 0.79% | 27 |
|
|
2025
Q1 | $1.51M | Hold |
21,041
| – | – | 0.74% | 28 |
|
|
2024
Q4 | $1.48M | Sell |
21,041
-50
| -0.2% | -$3.51K | 0.77% | 28 |
|
|
2024
Q3 | $1.19M | Sell |
21,091
-300
| -1% | -$16.9K | 0.63% | 31 |
|
|
2024
Q2 | $1.27M | Sell |
21,391
-1,045
| -5% | -$62K | 0.72% | 29 |
|
|
2024
Q1 | $1.3M | Sell |
22,436
-2,250
| -9% | -$130K | 0.73% | 30 |
|
|
2023
Q4 | $1.22M | Sell |
24,686
-871
| -3% | -$42.9K | 0.74% | 29 |
|
|
2023
Q3 | $1.04M | Hold |
25,557
| – | – | 0.68% | 30 |
|
|
2023
Q2 | $1.09M | Sell |
25,557
-300
| -1% | -$12.8K | 0.71% | 30 |
|
|
2023
Q1 | $967K | Buy |
25,857
+50
| +0.2% | +$1.87K | 0.66% | 37 |
|
|
2022
Q4 | $1.07M | Sell |
25,807
-550
| -2% | -$22.7K | 0.73% | 32 |
|
|
2022
Q3 | $1.06M | Buy |
26,357
+150
| +0.6% | +$6.03K | 0.81% | 29 |
|
|
2022
Q2 | $1.03M | Sell |
26,207
-3,600
| -12% | -$141K | 0.7% | 31 |
|
|
2022
Q1 | $1.44M | Sell |
29,807
-409
| -1% | -$19.8K | 0.84% | 30 |
|
|
2021
Q4 | $1.45M | Sell |
30,216
-150
| -0.5% | -$7.2K | 0.85% | 32 |
|
|
2021
Q3 | $1.41M | Hold |
30,366
| – | – | 0.87% | 31 |
|
|
2021
Q2 | $1.38M | Sell |
30,366
-2,880
| -9% | -$130K | 0.85% | 34 |
|
|
2021
Q1 | $1.3M | Hold |
33,246
| – | – | 0.85% | 35 |
|
|
2020
Q4 | $1M | Buy |
+33,246
| New | +$1M | 0.72% | 38 |
|