Fidelis Capital 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 | $2.51M | Buy |
32,281
+812
| +3% | +$63K | 0.23% | 78 |
|
|
2025
Q1 | $2.19M | Sell |
31,469
-995
| -3% | -$69.4K | 0.23% | 81 |
|
|
2024
Q4 | $2.54M | Buy |
32,464
+7,979
| +33% | +$623K | 0.25% | 75 |
|
|
2024
Q3 | $1.58M | Buy |
24,485
+311
| +1% | +$20.1K | 0.19% | 95 |
|
|
2024
Q2 | $1.26M | Buy |
24,174
+5,784
| +31% | +$302K | 0.18% | 100 |
|
|
2024
Q1 | $1.07M | Sell |
18,390
-5,209
| -22% | -$302K | 0.16% | 118 |
|
|
2023
Q4 | $1.16M | Sell |
23,599
-4,986
| -17% | -$245K | 0.26% | 83 |
|
|
2023
Q3 | $1.17M | Sell |
28,585
-1,552
| -5% | -$63.4K | 0.4% | 56 |
|
|
2023
Q2 | $1.29M | Buy |
30,137
+837
| +3% | +$35.7K | 0.47% | 53 |
|
|
2023
Q1 | $1.11M | Buy |
+29,300
| New | +$1.11M | 0.47% | 55 |
|