GFG Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-815
| Closed | -$65.3K | – | 353 |
|
|
2025
Q2 | $65.3K | Sell |
815
-12,411
| -94% | -$895K | 0.02% | 95 |
|
|
2025
Q1 | $949K | Sell |
13,226
-60
| -0.5% | -$4.5K | 0.29% | 48 |
|
|
2024
Q4 | $933K | Sell |
13,286
-6,996
| -34% | -$478K | 0.26% | 52 |
|
|
2024
Q3 | $573K | Sell |
20,282
-485
| -2% | -$27.4K | 0.23% | 51 |
|
|
2024
Q2 | $1.23M | Sell |
20,767
-2,789
| -12% | -$165K | 0.34% | 47 |
|
|
2024
Q1 | $0 | Buy |
23,556
+119
| +0.5% | +$6.23K | ﹤0.01% | 146 |
|
|
2023
Q4 | $1.15M | Buy |
23,437
+68
| +0.3% | +$2.93K | 0.31% | 50 |
|
|
2023
Q3 | $955K | Sell |
23,369
-179
| -0.8% | -$7.73K | 0.31% | 48 |
|
|
2023
Q2 | $1.01M | Sell |
23,548
-53
| -0.2% | -$2.13K | 0.19% | 45 |
|
|
2023
Q1 | $965K | Buy |
23,601
+222
| +0.9% | +$9.68K | 0.21% | 49 |
|
|
2022
Q4 | $965K | Sell |
23,379
-2,063
| -8% | -$91.3K | 0.15% | 52 |
|
|
2022
Q3 | $1.02M | Buy |
25,442
+471
| +2% | +$20.2K | 0.34% | 43 |
|
|
2022
Q2 | $978K | Buy |
24,971
+359
| +1% | +$15.8K | 0.3% | 42 |
|
|
2022
Q1 | $1.19M | Buy |
24,612
+139
| +0.6% | +$7.44K | 0.35% | 46 |
|
|
2021
Q4 | $1.17M | Buy |
24,473
+116
| +0.5% | +$5.71K | 0.35% | 55 |
|
|
2021
Q3 | $1.13M | Hold |
24,357
| – | – | 0.36% | 49 |
|
|
2021
Q2 | $1.1M | Buy |
24,357
+129
| +0.5% | +$5.76K | 0.33% | 47 |
|
|
2021
Q1 | $947K | Sell |
24,228
-913
| -4% | -$32.3K | 0.33% | 46 |
|
|
2020
Q4 | $759K | Sell |
25,141
-1,006
| -4% | -$26K | 0.25% | 58 |
|
|
2020
Q3 | $615K | Buy |
26,147
+3,684
| +16% | +$90.8K | 0.24% | 59 |
|
|
2020
Q2 | $575K | Buy |
+22,463
| New | +$615K | 0.25% | 58 |
|
|
2020
Q1 | – | Sell |
-12,052
| Closed | -$648K | – | 86 |
|
|
2019
Q4 | $648K | Buy |
+12,052
| New | +$631K | 0.28% | 38 |
|
Other funds holding WFC
