Gryphon Financial 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 | $1.28M | Buy |
15,943
+606
| +4% | +$48.6K | 0.17% | 89 |
|
2025
Q1 | $1.1M | Buy |
15,337
+2,257
| +17% | +$162K | 0.16% | 88 |
|
2024
Q4 | $919K | Sell |
13,080
-658
| -5% | -$46.2K | 0.13% | 94 |
|
2024
Q3 | $776K | Sell |
13,738
-723
| -5% | -$40.8K | 0.1% | 118 |
|
2024
Q2 | $859K | Sell |
14,461
-3,289
| -19% | -$195K | 0.13% | 98 |
|
2024
Q1 | $1.03M | Sell |
17,750
-8,717
| -33% | -$505K | 0.17% | 80 |
|
2023
Q4 | $1.25M | Buy |
26,467
+12,778
| +93% | +$602K | 0.22% | 67 |
|
2023
Q3 | $559K | Sell |
13,689
-1,700
| -11% | -$69.5K | 0.13% | 87 |
|
2023
Q2 | $657K | Sell |
15,389
-2,383
| -13% | -$102K | 0.14% | 80 |
|
2023
Q1 | $664K | Buy |
17,772
+402
| +2% | +$15K | 0.15% | 75 |
|
2022
Q4 | $717K | Buy |
17,370
+950
| +6% | +$39.2K | 0.17% | 72 |
|
2022
Q3 | $661K | Buy |
16,420
+3,794
| +30% | +$153K | 0.17% | 77 |
|
2022
Q2 | $494K | Sell |
12,626
-680
| -5% | -$26.6K | 0.12% | 99 |
|
2022
Q1 | $645K | Sell |
13,306
-497
| -4% | -$24.1K | 0.13% | 86 |
|
2021
Q4 | $662K | Sell |
13,803
-8,640
| -38% | -$414K | 0.13% | 99 |
|
2021
Q3 | $1.04M | Sell |
22,443
-8,653
| -28% | -$402K | 0.23% | 57 |
|
2021
Q2 | $789K | Buy |
31,096
+4,383
| +16% | +$111K | 0.18% | 60 |
|
2021
Q1 | $1.04M | Buy |
26,713
+246
| +0.9% | +$9.61K | 0.24% | 52 |
|
2020
Q4 | $799K | Sell |
26,467
-3,420
| -11% | -$103K | 0.21% | 62 |
|
2020
Q3 | $704K | Buy |
29,887
+11,532
| +63% | +$272K | 0.21% | 55 |
|
2020
Q2 | $470K | Sell |
18,355
-2,243
| -11% | -$57.4K | 0.15% | 72 |
|
2020
Q1 | $591K | Sell |
20,598
-2,794
| -12% | -$80.2K | 0.22% | 54 |
|
2019
Q4 | $1.26M | Buy |
23,392
+270
| +1% | +$14.5K | 0.33% | 39 |
|
2019
Q3 | $1.17M | Buy |
23,122
+631
| +3% | +$31.8K | 0.34% | 40 |
|
2019
Q2 | $1.06M | Buy |
22,491
+15,224
| +209% | +$720K | 0.31% | 40 |
|
2019
Q1 | $351K | Sell |
7,267
-65
| -0.9% | -$3.14K | 0.1% | 96 |
|
2018
Q4 | $338K | Sell |
7,332
-5,978
| -45% | -$276K | 0.09% | 144 |
|
2018
Q3 | $700K | Buy |
13,310
+5,873
| +79% | +$309K | 0.21% | 56 |
|
2018
Q2 | $412K | Sell |
7,437
-258
| -3% | -$14.3K | 0.19% | 43 |
|
2018
Q1 | $403K | Sell |
7,695
-202
| -3% | -$10.6K | 0.21% | 43 |
|
2017
Q4 | $479K | Buy |
+7,897
| New | +$479K | 0.27% | 38 |
|