Delta Financial Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $775K | Sell |
10,435
-33
| -0.3% | -$2.45K | 0.18% | 98 |
|
|
2024
Q4 | $735K | Buy |
+10,468
| New | +$735K | 0.17% | 96 |
|
|
2024
Q2 | – | Sell |
-8,892
| Closed | -$515K | – | 243 |
|
|
2024
Q1 | $515K | Sell |
8,892
-1,356
| -13% | -$78.5K | 0.15% | 114 |
|
|
2023
Q4 | $504K | Sell |
10,248
-1,791
| -15% | -$88.1K | 0.16% | 110 |
|
|
2023
Q3 | $492K | Buy |
+12,039
| New | +$492K | 0.17% | 102 |
|
|
2023
Q2 | – | Sell |
-11,539
| Closed | -$431K | – | 198 |
|
|
2023
Q1 | $431K | Buy |
11,539
+1,017
| +10% | +$38K | 0.17% | 101 |
|
|
2022
Q4 | $432K | Buy |
+10,522
| New | +$432K | 0.19% | 97 |
|