Insigneo Advisory Services’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 | $1.52M | Buy |
18,917
+2,343
| +14% | +$188K | 0.13% | 138 |
|
|
2025
Q1 | $1.19M | Buy |
16,574
+1,177
| +8% | +$84.5K | 0.12% | 150 |
|
|
2024
Q4 | $1.08M | Sell |
15,397
-13,285
| -46% | -$933K | 0.11% | 155 |
|
|
2024
Q3 | $1.62M | Sell |
28,682
-803
| -3% | -$45.4K | 0.16% | 124 |
|
|
2024
Q2 | $1.54M | Sell |
29,485
-14,328
| -33% | -$747K | 0.17% | 123 |
|
|
2024
Q1 | $2.54M | Buy |
43,813
+2,249
| +5% | +$130K | 0.3% | 63 |
|
|
2023
Q4 | $2.05M | Buy |
41,564
+12,678
| +44% | +$624K | 0.29% | 68 |
|
|
2023
Q3 | $1.18M | Buy |
28,886
+5,331
| +23% | +$218K | 0.24% | 90 |
|
|
2023
Q2 | $1.01M | Buy |
23,555
+7,204
| +44% | +$307K | 0.19% | 107 |
|
|
2023
Q1 | $611K | Buy |
16,351
+4,104
| +34% | +$153K | 0.19% | 104 |
|
|
2022
Q4 | $506K | Buy |
+12,247
| New | +$506K | 0.19% | 115 |
|