Dynamic Technology Lab’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Buy |
+7,814
| New | +$626K | 0.09% | 423 |
|
|
2024
Q4 | – | Sell |
-4,527
| Closed | -$256K | – | 1392 |
|
|
2024
Q3 | $256K | Buy |
+4,527
| New | +$256K | 0.03% | 795 |
|
|
2023
Q1 | – | Sell |
-89,739
| Closed | -$3.71M | – | 1547 |
|
|
2022
Q4 | $3.71M | Buy |
+89,739
| New | +$3.71M | 0.37% | 28 |
|
|
2022
Q3 | – | Sell |
-27,961
| Closed | -$1.1M | – | 1568 |
|
|
2022
Q2 | $1.1M | Sell |
27,961
-19,523
| -41% | -$765K | 0.12% | 282 |
|
|
2022
Q1 | $2.3M | Sell |
47,484
-1,436
| -3% | -$69.6K | 0.27% | 54 |
|
|
2021
Q4 | $2.35M | Buy |
+48,920
| New | +$2.35M | 0.26% | 59 |
|
|
2021
Q2 | – | Sell |
-12,643
| Closed | -$494K | – | 1586 |
|
|
2021
Q1 | $494K | Sell |
12,643
-3,358
| -21% | -$131K | 0.06% | 573 |
|
|
2020
Q4 | $483K | Sell |
16,001
-51,234
| -76% | -$1.55M | 0.08% | 462 |
|
|
2020
Q3 | $1.58M | Buy |
67,235
+51,445
| +326% | +$1.21M | 0.25% | 70 |
|
|
2020
Q2 | $404K | Sell |
15,790
-12,269
| -44% | -$314K | 0.06% | 540 |
|
|
2020
Q1 | $805K | Buy |
+28,059
| New | +$805K | 0.16% | 188 |
|
|
2019
Q2 | – | Sell |
-6,378
| Closed | -$308K | – | 1325 |
|
|
2019
Q1 | $308K | Buy |
+6,378
| New | +$308K | 0.05% | 646 |
|
|
2018
Q4 | – | Sell |
-53,104
| Closed | -$2.79M | – | 1352 |
|
|
2018
Q3 | $2.79M | Buy |
+53,104
| New | +$2.79M | 0.39% | 13 |
|
|
2018
Q2 | – | Sell |
-14,310
| Closed | -$750K | – | 1358 |
|
|
2018
Q1 | $750K | Buy |
+14,310
| New | +$750K | 0.11% | 317 |
|
|
2017
Q2 | – | Sell |
-5,650
| Closed | -$314K | – | 1350 |
|
|
2017
Q1 | $314K | Buy |
+5,650
| New | +$314K | 0.07% | 548 |
|
|
2016
Q2 | – | Sell |
-18,062
| Closed | -$873K | – | 1190 |
|
|
2016
Q1 | $873K | Buy |
+18,062
| New | +$873K | 0.24% | 61 |
|
|
2015
Q1 | – | Sell |
-7,476
| Closed | -$410K | – | 896 |
|
|
2014
Q4 | $410K | Buy |
+7,476
| New | +$410K | 0.21% | 140 |
|
|
2014
Q1 | – | Sell |
-4,500
| Closed | -$205K | – | 755 |
|
|
2013
Q4 | $205K | Buy |
+4,500
| New | +$205K | 0.14% | 363 |
|