IEQ Capital’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 | $25.7M | Buy |
320,524
+77,772
| +32% | +$6.23M | 0.16% | 90 |
|
|
2025
Q1 | $17.4M | Buy |
242,752
+29,328
| +14% | +$2.11M | 0.14% | 113 |
|
|
2024
Q4 | $15M | Buy |
213,424
+45,083
| +27% | +$3.17M | 0.14% | 94 |
|
|
2024
Q3 | $9.51M | Buy |
168,341
+12,056
| +8% | +$681K | 0.12% | 124 |
|
|
2024
Q2 | $9.28M | Buy |
156,285
+17,816
| +13% | +$1.06M | 0.12% | 107 |
|
|
2024
Q1 | $8.03M | Buy |
138,469
+15,747
| +13% | +$913K | 0.12% | 119 |
|
|
2023
Q4 | $6.04M | Buy |
122,722
+14,514
| +13% | +$714K | 0.1% | 131 |
|
|
2023
Q3 | $4.42M | Buy |
108,208
+3,512
| +3% | +$144K | 0.09% | 146 |
|
|
2023
Q2 | $4.47M | Buy |
104,696
+7,368
| +8% | +$314K | 0.09% | 155 |
|
|
2023
Q1 | $3.64M | Sell |
97,328
-24,501
| -20% | -$916K | 0.08% | 170 |
|
|
2022
Q4 | $5.03M | Buy |
121,829
+3,163
| +3% | +$131K | 0.14% | 124 |
|
|
2022
Q3 | $4.77M | Buy |
118,666
+54,497
| +85% | +$2.19M | 0.13% | 117 |
|
|
2022
Q2 | $2.51M | Sell |
64,169
-16,778
| -21% | -$657K | 0.08% | 175 |
|
|
2022
Q1 | $3.92M | Buy |
80,947
+3,881
| +5% | +$188K | 0.09% | 133 |
|
|
2021
Q4 | $3.7M | Buy |
77,066
+3,945
| +5% | +$189K | 0.09% | 131 |
|
|
2021
Q3 | $3.39M | Buy |
73,121
+8,437
| +13% | +$392K | 0.09% | 129 |
|
|
2021
Q2 | $2.93M | Buy |
64,684
+18,129
| +39% | +$821K | 0.09% | 133 |
|
|
2021
Q1 | $1.82M | Buy |
46,555
+2,761
| +6% | +$108K | 0.08% | 147 |
|
|
2020
Q4 | $1.32M | Buy |
43,794
+14,870
| +51% | +$449K | 0.06% | 147 |
|
|
2020
Q3 | $680K | Sell |
28,924
-147
| -0.5% | -$3.46K | 0.04% | 202 |
|
|
2020
Q2 | $744K | Sell |
29,071
-27,360
| -48% | -$700K | 0.05% | 169 |
|
|
2020
Q1 | $1.62M | Buy |
56,431
+2,417
| +4% | +$69.3K | 0.13% | 104 |
|
|
2019
Q4 | $2.91M | Buy |
+54,014
| New | +$2.91M | 0.25% | 68 |
|