Eldred Rock 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
Q2 | $10.2M | Sell |
127,015
-6,599
| -5% | -$529K | 3.09% | 17 |
|
2025
Q1 | $9.54M | Sell |
133,614
-18,305
| -12% | -$1.31M | 2.91% | 21 |
|
2024
Q4 | $10.7M | Buy |
151,919
+478
| +0.3% | +$33.6K | 3.67% | 12 |
|
2024
Q3 | $8.55M | Buy |
151,441
+5,806
| +4% | +$328K | 2.86% | 21 |
|
2024
Q2 | $8.65M | Buy |
+145,635
| New | +$8.65M | 3.61% | 16 |
|