GW&K Investment Management’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 | $360K | Buy |
4,490
+561
| +14% | +$45K | ﹤0.01% | 352 |
|
|
2025
Q1 | $282K | Sell |
3,929
-515
| -12% | -$37K | ﹤0.01% | 363 |
|
|
2024
Q4 | $312K | Sell |
4,444
-139
| -3% | -$9.76K | ﹤0.01% | 351 |
|
|
2024
Q3 | $259K | Sell |
4,583
-61
| -1% | -$3.45K | ﹤0.01% | 351 |
|
|
2024
Q2 | $276K | Sell |
4,644
-1,738
| -27% | -$103K | ﹤0.01% | 347 |
|
|
2024
Q1 | $370K | Sell |
6,382
-311,489
| -98% | -$18.1M | ﹤0.01% | 331 |
|
|
2023
Q4 | $15.6M | Sell |
317,871
-8,069
| -2% | -$397K | 0.15% | 202 |
|
|
2023
Q3 | $13.3M | Sell |
325,940
-504,657
| -61% | -$20.6M | 0.13% | 211 |
|
|
2023
Q2 | $35.5M | Sell |
830,597
-9,374
| -1% | -$400K | 0.34% | 118 |
|
|
2023
Q1 | $31.4M | Buy |
839,971
+1,983
| +0.2% | +$74.1K | 0.3% | 138 |
|
|
2022
Q4 | $34.6M | Sell |
837,988
-4,163
| -0.5% | -$172K | 0.35% | 129 |
|
|
2022
Q3 | $33.9M | Sell |
842,151
-7,765
| -0.9% | -$312K | 0.37% | 118 |
|
|
2022
Q2 | $33.3M | Buy |
849,916
+3,949
| +0.5% | +$155K | 0.36% | 128 |
|
|
2022
Q1 | $41M | Buy |
845,967
+8,135
| +1% | +$394K | 0.37% | 126 |
|
|
2021
Q4 | $40.2M | Sell |
837,832
-4,941
| -0.6% | -$237K | 0.34% | 133 |
|
|
2021
Q3 | $39.1M | Buy |
842,773
+4,583
| +0.5% | +$213K | 0.35% | 126 |
|
|
2021
Q2 | $38M | Buy |
838,190
+3,990
| +0.5% | +$181K | 0.33% | 136 |
|
|
2021
Q1 | $32.6M | Buy |
+834,200
| New | +$32.6M | 0.3% | 151 |
|