Harvest Fund 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 | $4.11M | Buy |
55,974
+14,715
| +36% | +$1.08M | 0.19% | 96 |
|
|
2025
Q1 | $2.93M | Buy |
41,259
+22,258
| +117% | +$1.58M | 0.15% | 111 |
|
|
2024
Q4 | $1.34M | Buy |
19,001
+18,934
| +28,260% | +$1.33M | 0.06% | 185 |
|
|
2024
Q3 | $4K | Sell |
67
-16,499
| -100% | -$985K | ﹤0.01% | 554 |
|
|
2024
Q2 | $984K | Hold |
16,566
| – | – | 0.07% | 168 |
|
|
2024
Q1 | $960K | Buy |
16,566
+11,515
| +228% | +$667K | 0.09% | 150 |
|
|
2023
Q4 | $249K | Hold |
5,051
| – | – | 0.04% | 204 |
|
|
2023
Q3 | $206K | Buy |
5,051
+2,187
| +76% | +$89.2K | 0.04% | 216 |
|
|
2023
Q2 | $122K | Buy |
2,864
+278
| +11% | +$11.8K | 0.02% | 290 |
|
|
2023
Q1 | $97K | Buy |
2,586
+256
| +11% | +$9.6K | 0.02% | 338 |
|
|
2022
Q4 | $96K | Buy |
2,330
+622
| +36% | +$25.6K | 0.02% | 341 |
|
|
2022
Q3 | $69K | Sell |
1,708
-834
| -33% | -$33.7K | 0.02% | 362 |
|
|
2022
Q2 | $100K | Sell |
2,542
-9,013
| -78% | -$355K | 0.03% | 297 |
|
|
2022
Q1 | $559K | Hold |
11,555
| – | – | 0.12% | 85 |
|
|
2021
Q4 | $556K | Buy |
11,555
+6,038
| +109% | +$291K | 0.09% | 98 |
|
|
2021
Q3 | $256K | Sell |
5,517
-2,180
| -28% | -$101K | 0.06% | 111 |
|
|
2021
Q2 | $348K | Buy |
7,697
+3,731
| +94% | +$169K | 0.04% | 87 |
|
|
2021
Q1 | $154K | Buy |
3,966
+3,699
| +1,385% | +$144K | 0.01% | 183 |
|
|
2020
Q4 | $8K | Buy |
+267
| New | +$8K | ﹤0.01% | 563 |
|
|
2017
Q2 | – | Sell |
-262
| Closed | -$15K | – | 245 |
|
|
2017
Q1 | $15K | Hold |
262
| – | – | ﹤0.01% | 200 |
|
|
2016
Q4 | $14K | Buy |
+262
| New | +$14K | ﹤0.01% | 205 |
|