InceptionR’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 | $1.13M | Buy |
+14,115
| New | +$1.13M | 0.26% | 124 |
|
|
2025
Q1 | – | Sell |
-12,837
| Closed | -$902K | – | 866 |
|
|
2024
Q4 | $902K | Buy |
12,837
+6,515
| +103% | +$458K | 0.2% | 187 |
|
|
2024
Q3 | $357K | Sell |
6,322
-26,094
| -80% | -$1.47M | 0.09% | 413 |
|
|
2024
Q2 | $1.93M | Buy |
32,416
+5,167
| +19% | +$307K | 0.54% | 1 |
|
|
2024
Q1 | $1.58M | Buy |
+27,249
| New | +$1.58M | 0.41% | 41 |
|
|
2023
Q1 | – | Sell |
-19,317
| Closed | -$798K | – | 606 |
|
|
2022
Q4 | $798K | Buy |
+19,317
| New | +$798K | 0.42% | 65 |
|