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