Gladstone Institutional Advisory’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 | $3.9M | Buy |
48,737
+2,708
| +6% | +$217K | 0.16% | 143 |
|
|
2025
Q1 | $3.3M | Buy |
46,029
+5,342
| +13% | +$384K | 0.15% | 156 |
|
|
2024
Q4 | $2.86M | Buy |
40,687
+6,284
| +18% | +$441K | 0.13% | 173 |
|
|
2024
Q3 | $1.94M | Buy |
34,403
+24,835
| +260% | +$1.4M | 0.09% | 228 |
|
|
2024
Q2 | $568K | Buy |
9,568
+1,732
| +22% | +$103K | 0.03% | 400 |
|
|
2024
Q1 | $454K | Sell |
7,836
-952
| -11% | -$55.2K | 0.02% | 438 |
|
|
2023
Q4 | $433K | Sell |
8,788
-290
| -3% | -$14.3K | 0.02% | 442 |
|
|
2023
Q3 | $371K | Sell |
9,078
-364
| -4% | -$14.9K | 0.02% | 447 |
|
|
2023
Q2 | $403K | Sell |
9,442
-778
| -8% | -$33.2K | 0.02% | 444 |
|
|
2023
Q1 | $382K | Buy |
10,220
+722
| +8% | +$27K | 0.02% | 471 |
|
|
2022
Q4 | $392K | Sell |
9,498
-1,293
| -12% | -$53.4K | 0.03% | 445 |
|
|
2022
Q3 | $434K | Sell |
10,791
-6,289
| -37% | -$253K | 0.03% | 423 |
|
|
2022
Q2 | $669K | Sell |
17,080
-33,307
| -66% | -$1.3M | 0.05% | 348 |
|
|
2022
Q1 | $2.44M | Buy |
50,387
+31,905
| +173% | +$1.55M | 0.17% | 164 |
|
|
2021
Q4 | $887K | Sell |
18,482
-5,344
| -22% | -$256K | 0.07% | 282 |
|
|
2021
Q3 | $1.11M | Sell |
23,826
-14,319
| -38% | -$665K | 0.11% | 221 |
|
|
2021
Q2 | $1.73M | Buy |
38,145
+14,107
| +59% | +$639K | 0.21% | 123 |
|
|
2021
Q1 | $939K | Buy |
+24,038
| New | +$939K | 0.15% | 154 |
|