Garda 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 | – | Sell |
-20,345
| Closed | -$1.46M | – | 287 |
|
|
2025
Q1 | $1.46M | Buy |
+20,345
| New | +$1.46M | 0.04% | 40 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 228 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 248 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 215 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 286 |
|
|
2023
Q4 | – | Sell |
-9,994
| Closed | -$408K | – | 272 |
|
|
2023
Q3 | $408K | Buy |
+9,994
| New | +$408K | 0.02% | 108 |
|
|
2023
Q2 | – | Sell |
-41,029
| Closed | -$1.53M | – | 217 |
|
|
2023
Q1 | $1.53M | Sell |
41,029
-42,325
| -51% | -$1.58M | 0.08% | 13 |
|
|
2022
Q4 | $3.44M | Buy |
+83,354
| New | +$3.44M | 0.19% | 6 |
|