Greenline 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 |
-22
| Closed | -$1.58K | – | 569 |
|
|
2025
Q1 | $1.58K | Buy |
+22
| New | +$1.58K | ﹤0.01% | 356 |
|
|
2020
Q2 | – | Sell |
-195,592
| Closed | -$5.61M | – | 129 |
|
|
2020
Q1 | $5.61M | Sell |
195,592
-8,900
| -4% | -$255K | 1.82% | 15 |
|
|
2019
Q4 | $11M | Sell |
204,492
-5,297
| -3% | -$285K | 2.77% | 13 |
|
|
2019
Q3 | $10.6M | Buy |
209,789
+2,351
| +1% | +$119K | 3.03% | 9 |
|
|
2019
Q2 | $9.82M | Buy |
207,438
+2,051
| +1% | +$97.1K | 3.1% | 12 |
|
|
2019
Q1 | $9.93M | Sell |
205,387
-19,748
| -9% | -$954K | 3.25% | 11 |
|
|
2018
Q4 | $11.9M | Hold |
225,135
| – | – | 3.72% | 5 |
|
|
2018
Q3 | $11.9M | Sell |
225,135
-1,203
| -0.5% | -$63.5K | 3.72% | 5 |
|
|
2018
Q2 | $12.5M | Sell |
226,338
-1,517
| -0.7% | -$84.1K | 4.11% | 3 |
|
|
2018
Q1 | $11.9M | Buy |
227,855
+6,812
| +3% | +$357K | 3.97% | 4 |
|
|
2017
Q4 | $13.4M | Buy |
+221,043
| New | +$13.4M | 4.45% | 2 |
|