Eclectic Associates’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 | $1.45M | Buy |
18,148
+2,363
| +15% | +$189K | 0.32% | 57 |
|
|
2025
Q1 | $1.13M | Sell |
15,785
-16
| -0.1% | -$1.15K | 0.3% | 61 |
|
|
2024
Q4 | $1.11M | Buy |
15,801
+349
| +2% | +$24.5K | 0.33% | 59 |
|
|
2024
Q3 | $873K | Buy |
15,452
+178
| +1% | +$10.1K | 0.34% | 47 |
|
|
2024
Q2 | $907K | Buy |
15,274
+1,558
| +11% | +$92.5K | 0.4% | 41 |
|
|
2024
Q1 | $795K | Buy |
13,716
+531
| +4% | +$30.8K | 0.36% | 46 |
|
|
2023
Q4 | $649K | Sell |
13,185
-856
| -6% | -$42.1K | 0.31% | 45 |
|
|
2023
Q3 | $574K | Buy |
14,041
+280
| +2% | +$11.4K | 0.29% | 49 |
|
|
2023
Q2 | $587K | Sell |
13,761
-619
| -4% | -$26.4K | 0.29% | 48 |
|
|
2023
Q1 | $538K | Buy |
14,380
+777
| +6% | +$29K | 0.28% | 49 |
|
|
2022
Q4 | $562K | Buy |
13,603
+167
| +1% | +$6.9K | 0.27% | 49 |
|
|
2022
Q3 | $540K | Sell |
13,436
-796
| -6% | -$32K | 0.35% | 42 |
|
|
2022
Q2 | $557K | Buy |
14,232
+2,630
| +23% | +$103K | 0.37% | 41 |
|
|
2022
Q1 | $562K | Buy |
11,602
+1,467
| +14% | +$71.1K | 0.36% | 46 |
|
|
2021
Q4 | $486K | Buy |
10,135
+1,912
| +23% | +$91.7K | 0.31% | 51 |
|
|
2021
Q3 | $382K | Buy |
8,223
+881
| +12% | +$40.9K | 0.28% | 50 |
|
|
2021
Q2 | $333K | Buy |
7,342
+863
| +13% | +$39.1K | 0.25% | 49 |
|
|
2021
Q1 | $253K | Buy |
+6,479
| New | +$253K | 0.21% | 54 |
|