Defender 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 | $581K | Hold |
7,250
| – | – | 0.2% | 26 |
|
|
2025
Q1 | $521K | Buy |
+7,250
| New | +$521K | 0.21% | 23 |
|
|
2023
Q4 | – | Sell |
-5,893
| Closed | -$241K | – | 41 |
|
|
2023
Q3 | $241K | Hold |
5,893
| – | – | 0.09% | 34 |
|
|
2023
Q2 | $252K | Hold |
5,893
| – | – | 0.09% | 33 |
|
|
2023
Q1 | $220K | Buy |
5,893
+819
| +16% | +$30.6K | 0.08% | 33 |
|
|
2022
Q4 | $210K | Hold |
5,074
| – | – | 0.08% | 31 |
|
|
2022
Q3 | $204K | Buy |
+5,074
| New | +$204K | 0.08% | 29 |
|
|
2022
Q2 | – | Sell |
-5,074
| Closed | -$246K | – | 40 |
|
|
2022
Q1 | $246K | Buy |
+5,074
| New | +$246K | 0.09% | 33 |
|