Interchange Capital Partners’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 | $678K | Buy |
8,467
+415
| +5% | +$33.3K | 0.16% | 122 |
|
|
2025
Q1 | $578K | Buy |
8,052
+1,532
| +23% | +$110K | 0.16% | 123 |
|
|
2024
Q4 | $458K | Sell |
6,520
-1,695
| -21% | -$119K | 0.17% | 139 |
|
|
2024
Q3 | $464K | Buy |
8,215
+265
| +3% | +$15K | 0.16% | 146 |
|
|
2024
Q2 | $472K | Buy |
7,950
+4,322
| +119% | +$257K | 0.17% | 142 |
|
|
2024
Q1 | $213K | Buy |
+3,628
| New | +$213K | 0.14% | 153 |
|
|
2023
Q2 | – | Sell |
-10,068
| Closed | -$375K | – | 218 |
|
|
2023
Q1 | $375K | Buy |
+10,068
| New | +$375K | 0.2% | 121 |
|
|
2022
Q4 | – | Sell |
-7,317
| Closed | -$294K | – | 165 |
|
|
2022
Q3 | $294K | Buy |
+7,317
| New | +$294K | 0.32% | 86 |
|
|
2021
Q2 | – | Sell |
-6,045
| Closed | -$244K | – | 221 |
|
|
2021
Q1 | $244K | Buy |
6,045
+326
| +6% | +$13.2K | 0.13% | 196 |
|
|
2020
Q4 | $172K | Buy |
+5,719
| New | +$172K | 0.09% | 235 |
|