FORA Capital’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 | – | Sell |
-12,890
| Closed | -$925K | – | 723 |
|
|
2025
Q1 | $925K | Buy |
+12,890
| New | +$925K | 0.09% | 238 |
|
|
2020
Q2 | – | Sell |
-216,426
| Closed | -$6.21M | – | 1355 |
|
|
2020
Q1 | $6.21M | Buy |
216,426
+195,441
| +931% | +$5.61M | 1.34% | 7 |
|
|
2019
Q4 | $1.13M | Buy |
+20,985
| New | +$1.13M | 0.11% | 235 |
|