Graypoint LLC’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 | $1.34M | Sell |
16,707
-997
| -6% | -$79.9K | 0.08% | 175 |
|
|
2025
Q1 | $1.27M | Sell |
17,704
-494
| -3% | -$35.5K | 0.08% | 168 |
|
|
2024
Q4 | $1.28M | Buy |
18,198
+1,860
| +11% | +$131K | 0.08% | 160 |
|
|
2024
Q3 | $923K | Buy |
16,338
+75
| +0.5% | +$4.24K | 0.06% | 199 |
|
|
2024
Q2 | $966K | Buy |
16,263
+570
| +4% | +$33.9K | 0.07% | 182 |
|
|
2024
Q1 | $910K | Buy |
15,693
+689
| +5% | +$39.9K | 0.07% | 187 |
|
|
2023
Q4 | $738K | Buy |
15,004
+2,052
| +16% | +$101K | 0.06% | 202 |
|
|
2023
Q3 | $529K | Buy |
12,952
+1,098
| +9% | +$44.9K | 0.05% | 223 |
|
|
2023
Q2 | $506K | Sell |
11,854
-1,378
| -10% | -$58.8K | 0.05% | 213 |
|
|
2023
Q1 | $495K | Buy |
13,232
+1,784
| +16% | +$66.7K | 0.05% | 206 |
|
|
2022
Q4 | $473K | Buy |
11,448
+2,144
| +23% | +$88.5K | 0.06% | 199 |
|
|
2022
Q3 | $374K | Buy |
9,304
+3,304
| +55% | +$133K | 0.05% | 220 |
|
|
2022
Q2 | $235K | Sell |
6,000
-3,758
| -39% | -$147K | 0.03% | 266 |
|
|
2022
Q1 | $473K | Buy |
9,758
+5,177
| +113% | +$251K | 0.05% | 209 |
|
|
2021
Q4 | $220K | Buy |
+4,581
| New | +$220K | 0.02% | 279 |
|