Delta Investment Management’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 | $568K | Buy |
7,092
+16
| +0.2% | +$1.28K | 0.11% | 123 |
|
|
2025
Q1 | $508K | Sell |
7,076
-244
| -3% | -$17.5K | 0.1% | 123 |
|
|
2024
Q4 | $514K | Hold |
7,320
| – | – | 0.1% | 128 |
|
|
2024
Q3 | $414K | Hold |
7,320
| – | – | 0.08% | 143 |
|
|
2024
Q2 | $435K | Hold |
7,320
| – | – | 0.1% | 128 |
|
|
2024
Q1 | $424K | Hold |
7,320
| – | – | 0.1% | 131 |
|
|
2023
Q4 | $360K | Buy |
7,320
+384
| +6% | +$18.9K | 0.09% | 135 |
|
|
2023
Q3 | $283K | Hold |
6,936
| – | – | 0.08% | 145 |
|
|
2023
Q2 | $296K | Sell |
6,936
-438
| -6% | -$18.7K | 0.08% | 139 |
|
|
2023
Q1 | $276K | Sell |
7,374
-1,544
| -17% | -$57.7K | 0.08% | 152 |
|
|
2022
Q4 | $368K | Buy |
8,918
+1,544
| +21% | +$63.8K | 0.12% | 113 |
|
|
2022
Q3 | $297K | Buy |
7,374
+260
| +4% | +$10.5K | 0.13% | 116 |
|
|
2022
Q2 | $279K | Hold |
7,114
| – | – | 0.13% | 111 |
|
|
2022
Q1 | $345K | Sell |
7,114
-2,000
| -22% | -$97K | 0.1% | 107 |
|
|
2021
Q4 | $437K | Sell |
9,114
-3,850
| -30% | -$185K | 0.13% | 109 |
|
|
2021
Q3 | $602K | Sell |
12,964
-1,304
| -9% | -$60.6K | 0.19% | 90 |
|
|
2021
Q2 | $646K | Sell |
14,268
-345
| -2% | -$15.6K | 0.19% | 87 |
|
|
2021
Q1 | $571K | Sell |
14,613
-2,000
| -12% | -$78.2K | 0.18% | 90 |
|
|
2020
Q4 | $501K | Sell |
16,613
-1,416
| -8% | -$42.7K | 0.16% | 104 |
|
|
2020
Q3 | $423K | Sell |
18,029
-3,084
| -15% | -$72.4K | 0.23% | 69 |
|
|
2020
Q2 | $540K | Sell |
21,113
-4,093
| -16% | -$105K | 0.23% | 76 |
|
|
2020
Q1 | $723K | Sell |
25,206
-90,251
| -78% | -$2.59M | 0.55% | 34 |
|
|
2019
Q4 | $6.21M | Buy |
115,457
+34,369
| +42% | +$1.85M | 2.26% | 10 |
|
|
2019
Q3 | $4.09M | Buy |
81,088
+39,251
| +94% | +$1.98M | 2.14% | 12 |
|
|
2019
Q2 | $1.98M | Buy |
+41,837
| New | +$1.98M | 1.13% | 45 |
|