Congress Park 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 | $2.91M | Buy |
36,324
+4,173
| +13% | +$334K | 0.95% | 27 |
|
|
2025
Q1 | $2.31M | Buy |
32,151
+2,391
| +8% | +$172K | 0.87% | 31 |
|
|
2024
Q4 | $2.09M | Buy |
+29,760
| New | +$2.09M | 0.76% | 36 |
|
|
2020
Q3 | – | Sell |
-14,870
| Closed | -$381K | – | 98 |
|
|
2020
Q2 | $381K | Buy |
+14,870
| New | +$381K | 0.29% | 65 |
|
|
2020
Q1 | – | Sell |
-10,910
| Closed | -$587K | – | 103 |
|
|
2019
Q4 | $587K | Buy |
10,910
+5
| +0% | +$269 | 0.43% | 51 |
|
|
2019
Q3 | $550K | Buy |
10,905
+553
| +5% | +$27.9K | 0.46% | 51 |
|
|
2019
Q2 | $510K | Sell |
10,352
-1,696
| -14% | -$83.6K | 0.4% | 55 |
|
|
2019
Q1 | $582K | Buy |
12,048
+3
| +0% | +$145 | 0.5% | 49 |
|
|
2018
Q4 | $555K | Buy |
12,045
+803
| +7% | +$37K | 0.61% | 42 |
|
|
2018
Q3 | $591K | Buy |
11,242
+502
| +5% | +$26.4K | 0.53% | 50 |
|
|
2018
Q2 | $595K | Buy |
10,740
+403
| +4% | +$22.3K | 0.57% | 50 |
|
|
2018
Q1 | $542K | Sell |
10,337
-39,456
| -79% | -$2.07M | 0.56% | 49 |
|
|
2017
Q4 | $3.02M | Buy |
+49,793
| New | +$3.02M | 3.04% | 4 |
|