Humankind 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 | $584K | Sell |
7,288
-1,109
| -13% | -$88.9K | 0.14% | 76 |
|
2025
Q1 | $603K | Sell |
8,397
-370
| -4% | -$26.6K | 0.16% | 75 |
|
2024
Q4 | $616K | Sell |
8,767
-2,428
| -22% | -$171K | 0.16% | 71 |
|
2024
Q3 | $632K | Buy |
11,195
+1,628
| +17% | +$92K | 0.23% | 65 |
|
2024
Q2 | $568K | Buy |
9,567
+1,250
| +15% | +$74.2K | 0.15% | 72 |
|
2024
Q1 | $482K | Sell |
8,317
-876
| -10% | -$50.8K | 0.13% | 80 |
|
2023
Q4 | $452K | Sell |
9,193
-170
| -2% | -$8.37K | 0.13% | 79 |
|
2023
Q3 | $383K | Sell |
9,363
-671
| -7% | -$27.4K | 0.16% | 76 |
|
2023
Q2 | $428K | Buy |
10,034
+1,117
| +13% | +$47.7K | 0.17% | 67 |
|
2023
Q1 | $333K | Sell |
8,917
-150
| -2% | -$5.61K | 0.14% | 82 |
|
2022
Q4 | $374K | Sell |
9,067
-207
| -2% | -$8.55K | 0.16% | 82 |
|
2022
Q3 | $373K | Buy |
9,274
+895
| +11% | +$36K | 0.18% | 74 |
|
2022
Q2 | $328K | Sell |
8,379
-2,293
| -21% | -$89.8K | 0.16% | 76 |
|
2022
Q1 | $517K | Sell |
10,672
-1,111
| -9% | -$53.8K | 0.21% | 64 |
|
2021
Q4 | $565K | Buy |
11,783
+855
| +8% | +$41K | 0.71% | 42 |
|
2021
Q3 | $507K | Buy |
10,928
+3,367
| +45% | +$156K | 0.77% | 42 |
|
2021
Q2 | $342K | Buy |
7,561
+1,482
| +24% | +$67K | 0.61% | 54 |
|
2021
Q1 | $238K | Buy |
+6,079
| New | +$238K | 0.73% | 52 |
|