Governors Lane’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 |
-192,700
| Closed | -$13.8M | – | 133 |
|
|
2025
Q1 | $13.8M | Sell |
192,700
-49,000
| -20% | -$3.52M | 1.57% | 12 |
|
|
2024
Q4 | $17M | Buy |
+241,700
| New | +$17M | 1.32% | 18 |
|
|
2023
Q1 | – | Sell |
-659,958
| Closed | -$27.2M | – | 90 |
|
|
2022
Q4 | $27.2M | Buy |
659,958
+6,900
| +1% | +$285K | 2.81% | 6 |
|
|
2022
Q3 | $26.3M | Sell |
653,058
-83,851
| -11% | -$3.37M | 2.22% | 5 |
|
|
2022
Q2 | $28.9M | Buy |
736,909
+308,200
| +72% | +$12.1M | 2.31% | 4 |
|
|
2022
Q1 | $20.8M | Sell |
428,709
-54,900
| -11% | -$2.66M | 1.51% | 11 |
|
|
2021
Q4 | $23.2M | Sell |
483,609
-163,100
| -25% | -$7.83M | 1.42% | 11 |
|
|
2021
Q3 | $30M | Buy |
646,709
+46,100
| +8% | +$2.14M | 1.99% | 9 |
|
|
2021
Q2 | $27.2M | Buy |
600,609
+294,309
| +96% | +$13.3M | 1.94% | 12 |
|
|
2021
Q1 | $12M | Buy |
+306,300
| New | +$12M | 0.8% | 33 |
|