Easterly Investment Partners’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 | – | Sell |
-30,873
| Closed | -$2.17M | – | 214 |
|
|
2024
Q4 | $2.17M | Sell |
30,873
-8,000
| -21% | -$562K | 0.17% | 112 |
|
|
2024
Q3 | $2.2M | Sell |
38,873
-4,710
| -11% | -$266K | 0.18% | 107 |
|
|
2024
Q2 | $2.59M | Sell |
43,583
-726
| -2% | -$43.1K | 0.23% | 97 |
|
|
2024
Q1 | $2.57M | Sell |
44,309
-1,915
| -4% | -$111K | 0.2% | 107 |
|
|
2023
Q4 | $2.28M | Sell |
46,224
-309
| -0.7% | -$15.2K | 0.24% | 93 |
|
|
2023
Q3 | $1.9M | Sell |
46,533
-27,957
| -38% | -$1.14M | 0.21% | 101 |
|
|
2023
Q2 | $3.18M | Sell |
74,490
-2,830
| -4% | -$121K | 0.28% | 89 |
|
|
2023
Q1 | $2.89M | Sell |
77,320
-35
| -0% | -$1.31K | 0.25% | 94 |
|
|
2022
Q4 | $3.19M | Sell |
77,355
-1,367
| -2% | -$56.4K | 0.28% | 85 |
|
|
2022
Q3 | $3.17M | Sell |
78,722
-272
| -0.3% | -$10.9K | 0.3% | 81 |
|
|
2022
Q2 | $3.09M | Sell |
78,994
-244,264
| -76% | -$9.57M | 0.28% | 89 |
|
|
2022
Q1 | $15.7M | Buy |
323,258
+47,880
| +17% | +$2.32M | 1.19% | 26 |
|
|
2021
Q4 | $13.2M | Buy |
275,378
+158,369
| +135% | +$7.6M | 0.96% | 47 |
|
|
2021
Q3 | $5.43M | Buy |
+117,009
| New | +$5.43M | 0.37% | 74 |
|