Empowered Funds’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 | $20M | Buy |
249,643
+10,819
| +5% | +$867K | 0.23% | 86 |
|
|
2025
Q1 | $17.1M | Buy |
238,824
+48,494
| +25% | +$3.48M | 0.24% | 73 |
|
|
2024
Q4 | $13.4M | Buy |
190,330
+30,510
| +19% | +$2.14M | 0.2% | 95 |
|
|
2024
Q3 | $9.03M | Buy |
159,820
+19,114
| +14% | +$1.08M | 0.14% | 169 |
|
|
2024
Q2 | $8.36M | Buy |
140,706
+15,987
| +13% | +$949K | 0.14% | 164 |
|
|
2024
Q1 | $7.23M | Sell |
124,719
-48,086
| -28% | -$2.79M | 0.13% | 214 |
|
|
2023
Q4 | $8.51M | Buy |
172,805
+22,357
| +15% | +$1.1M | 0.21% | 100 |
|
|
2023
Q3 | $6.15M | Buy |
150,448
+5,580
| +4% | +$228K | 0.18% | 122 |
|
|
2023
Q2 | $6.18M | Buy |
144,868
+35,299
| +32% | +$1.51M | 0.22% | 91 |
|
|
2023
Q1 | $4.1M | Buy |
109,569
+438
| +0.4% | +$16.4K | 0.24% | 126 |
|
|
2022
Q4 | $4.51M | Buy |
109,131
+83,966
| +334% | +$3.47M | 0.29% | 48 |
|
|
2022
Q3 | $1.01M | Buy |
25,165
+3,430
| +16% | +$138K | 0.1% | 169 |
|
|
2022
Q2 | $851K | Sell |
21,735
-31,428
| -59% | -$1.23M | 0.11% | 188 |
|
|
2022
Q1 | $2.58M | Buy |
53,163
+14,989
| +39% | +$726K | 0.28% | 104 |
|
|
2021
Q4 | $1.83M | Buy |
+38,174
| New | +$1.83M | 0.21% | 113 |
|