Inscription 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 | $423K | Sell |
5,284
-106
| -2% | -$8.49K | 0.06% | 261 |
|
|
2025
Q1 | $312K | Buy |
+5,390
| New | +$312K | 0.05% | 240 |
|
|
2024
Q3 | $318K | Buy |
5,635
+245
| +5% | +$13.8K | 0.05% | 259 |
|
|
2024
Q2 | $320K | Hold |
5,390
| – | – | 0.05% | 241 |
|
|
2024
Q1 | $312K | Buy |
+5,390
| New | +$312K | 0.05% | 240 |
|
|
2022
Q3 | – | Sell |
-5,404
| Closed | -$212K | – | 252 |
|
|
2022
Q2 | $212K | Buy |
+5,404
| New | +$212K | 0.04% | 233 |
|
|
2021
Q3 | – | Sell |
-21,374
| Closed | -$968K | – | 402 |
|
|
2021
Q2 | $968K | Buy |
+21,374
| New | +$968K | 0.11% | 133 |
|
|
2020
Q1 | – | Sell |
-4,212
| Closed | -$227K | – | 161 |
|
|
2019
Q4 | $227K | Hold |
4,212
| – | – | 0.1% | 137 |
|
|
2019
Q3 | $212K | Buy |
+4,212
| New | +$212K | 0.12% | 135 |
|