GS Investments’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 | $3.4M | Hold |
42,400
| – | – | 1.51% | 27 |
|
|
2025
Q1 | $3.04M | Hold |
42,400
| – | – | 1.43% | 28 |
|
|
2024
Q4 | $2.98M | Hold |
42,400
| – | – | 1.35% | 28 |
|
|
2024
Q3 | $2.4M | Hold |
42,400
| – | – | 1.07% | 33 |
|
|
2024
Q2 | $2.52M | Hold |
42,400
| – | – | 1.19% | 31 |
|
|
2024
Q1 | $2.46M | Hold |
42,400
| – | – | 1.19% | 30 |
|
|
2023
Q4 | $2.09M | Hold |
42,400
| – | – | 1.09% | 32 |
|
|
2023
Q3 | $1.73M | Hold |
42,400
| – | – | 0.99% | 34 |
|
|
2023
Q2 | $1.81M | Hold |
42,400
| – | – | 0.99% | 35 |
|
|
2023
Q1 | $1.58M | Hold |
42,400
| – | – | 0.92% | 37 |
|
|
2022
Q4 | $1.75M | Hold |
42,400
| – | – | 1.08% | 33 |
|
|
2022
Q3 | $1.71M | Hold |
42,400
| – | – | 1.13% | 32 |
|
|
2022
Q2 | $1.82M | Hold |
42,400
| – | – | 1.04% | 34 |
|
|
2022
Q1 | $1.94M | Hold |
42,400
| – | – | 1.1% | 32 |
|
|
2021
Q4 | $2.03M | Hold |
42,400
| – | – | 0.98% | 38 |
|
|
2021
Q3 | $1.97M | Buy |
+42,400
| New | +$1.97M | 1.03% | 38 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$15K | – | 125 |
|
|
2020
Q4 | $15K | Buy |
+500
| New | +$15K | 0.01% | 95 |
|
|
2020
Q3 | – | Sell |
-55,910
| Closed | -$1.43M | – | 113 |
|
|
2020
Q2 | $1.43M | Buy |
55,910
+175
| +0.3% | +$4.48K | 1.14% | 28 |
|
|
2020
Q1 | $1.6M | Sell |
55,735
-16,550
| -23% | -$475K | 1.57% | 25 |
|
|
2019
Q4 | $4.01M | Sell |
72,285
-790
| -1% | -$43.8K | 3.32% | 4 |
|
|
2019
Q3 | $3.69M | Hold |
73,075
| – | – | 2.7% | 9 |
|
|
2019
Q2 | $3.46M | Buy |
73,075
+105
| +0.1% | +$4.97K | 2.83% | 9 |
|
|
2019
Q1 | $3.53M | Buy |
72,970
+435
| +0.6% | +$21K | 2.77% | 8 |
|
|
2018
Q4 | $3.34M | Sell |
72,535
-25
| -0% | -$1.15K | 2.8% | 9 |
|
|
2018
Q3 | $3.81M | Sell |
72,560
-325
| -0.4% | -$17.1K | 2.67% | 8 |
|
|
2018
Q2 | $4.04M | Sell |
72,885
-1,530
| -2% | -$84.8K | 3.02% | 5 |
|
|
2018
Q1 | $3.9M | Sell |
74,415
-1,355
| -2% | -$71K | 2.86% | 7 |
|
|
2017
Q4 | $4.6M | Sell |
75,770
-235
| -0.3% | -$14.3K | 3.51% | 5 |
|
|
2017
Q3 | $4.19M | Sell |
76,005
-2,175
| -3% | -$120K | 3.36% | 5 |
|
|
2017
Q2 | $4.33M | Buy |
+78,180
| New | +$4.33M | 3.25% | 5 |
|