Fort Point 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 | $542K | Sell |
6,762
-197
| -3% | -$15.8K | 0.04% | 197 |
|
|
2025
Q1 | $500K | Sell |
6,959
-634
| -8% | -$45.5K | 0.06% | 197 |
|
|
2024
Q4 | $533K | Sell |
7,593
-957
| -11% | -$67.2K | 0.06% | 187 |
|
|
2024
Q3 | $483K | Buy |
8,550
+16
| +0.2% | +$904 | 0.06% | 186 |
|
|
2024
Q2 | $507K | Sell |
8,534
-150
| -2% | -$8.91K | 0.06% | 186 |
|
|
2024
Q1 | $503K | Sell |
8,684
-695
| -7% | -$40.3K | 0.07% | 188 |
|
|
2023
Q4 | $462K | Buy |
9,379
+312
| +3% | +$15.4K | 0.07% | 176 |
|
|
2023
Q3 | $370K | Sell |
9,067
-1,480
| -14% | -$60.5K | 0.06% | 171 |
|
|
2023
Q2 | $450K | Buy |
10,547
+199
| +2% | +$8.49K | 0.06% | 156 |
|
|
2023
Q1 | $387K | Buy |
10,348
+17
| +0.2% | +$635 | 0.06% | 177 |
|
|
2022
Q4 | $427K | Sell |
10,331
-7,220
| -41% | -$298K | 0.07% | 157 |
|
|
2022
Q3 | $706K | Sell |
17,551
-5,460
| -24% | -$220K | 0.12% | 116 |
|
|
2022
Q2 | $901K | Buy |
23,011
+41
| +0.2% | +$1.61K | 0.15% | 101 |
|
|
2022
Q1 | $1.11M | Sell |
22,970
-262
| -1% | -$12.7K | 0.16% | 90 |
|
|
2021
Q4 | $1.12M | Buy |
23,232
+11,447
| +97% | +$549K | 0.15% | 94 |
|
|
2021
Q3 | $547K | Buy |
11,785
+4,002
| +51% | +$186K | 0.08% | 124 |
|
|
2021
Q2 | $352K | Hold |
7,783
| – | – | 0.06% | 120 |
|
|
2021
Q1 | $304K | Hold |
7,783
| – | – | 0.07% | 119 |
|
|
2020
Q4 | $235K | Buy |
+7,783
| New | +$235K | 0.05% | 122 |
|
|
2020
Q1 | – | Sell |
-5,176
| Closed | -$278K | – | 119 |
|
|
2019
Q4 | $278K | Buy |
5,176
+191
| +4% | +$10.3K | 0.1% | 101 |
|
|
2019
Q3 | $251K | Buy |
4,985
+718
| +17% | +$36.2K | 0.09% | 100 |
|
|
2019
Q2 | $202K | Sell |
4,267
-109
| -2% | -$5.16K | 0.08% | 95 |
|
|
2019
Q1 | $211K | Sell |
4,376
-5,300
| -55% | -$256K | 0.09% | 97 |
|
|
2018
Q4 | $446K | Sell |
9,676
-2,087
| -18% | -$96.2K | 0.18% | 68 |
|
|
2018
Q3 | $618K | Buy |
11,763
+3,590
| +44% | +$189K | 0.19% | 63 |
|
|
2018
Q2 | $453K | Sell |
8,173
-8,412
| -51% | -$466K | 0.15% | 66 |
|
|
2018
Q1 | $869K | Sell |
16,585
-19,032
| -53% | -$997K | 0.32% | 53 |
|
|
2017
Q4 | $2.16M | Buy |
35,617
+3,492
| +11% | +$212K | 1.01% | 21 |
|
|
2017
Q3 | $1.77M | Buy |
32,125
+27,797
| +642% | +$1.53M | 0.85% | 26 |
|
|
2017
Q2 | $240K | Sell |
4,328
-649
| -13% | -$36K | 0.13% | 85 |
|
|
2017
Q1 | $277K | Buy |
4,977
+575
| +13% | +$32K | 0.14% | 80 |
|
|
2016
Q4 | $239K | Sell |
4,402
-8,784
| -67% | -$477K | 0.13% | 88 |
|
|
2016
Q3 | $595K | Buy |
13,186
+2,462
| +23% | +$111K | 0.27% | 67 |
|
|
2016
Q2 | $508K | Buy |
10,724
+2,522
| +31% | +$119K | 0.25% | 69 |
|
|
2016
Q1 | $397K | Sell |
8,202
-4,285
| -34% | -$207K | 0.2% | 65 |
|
|
2015
Q4 | $679K | Buy |
12,487
+2,852
| +30% | +$155K | 0.35% | 52 |
|
|
2015
Q3 | $495K | Buy |
9,635
+3,635
| +61% | +$187K | 0.3% | 48 |
|
|
2015
Q2 | $337K | Buy |
+6,000
| New | +$337K | 0.21% | 47 |
|
|
2014
Q4 | – | Sell |
-5,990
| Closed | -$311K | – | 77 |
|
|
2014
Q3 | $311K | Buy |
5,990
+1,990
| +50% | +$103K | 0.23% | 44 |
|
|
2014
Q2 | $210K | Sell |
4,000
-900
| -18% | -$47.3K | 0.19% | 34 |
|
|
2014
Q1 | $244K | Buy |
+4,900
| New | +$244K | 0.24% | 34 |
|