Interval Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.33M | Buy |
+41,800
| New | +$3.59M | 0.11% | 174 |
|
|
2025
Q2 | – | Sell |
-53,200
| Closed | -$3.82M | – | 566 |
|
|
2025
Q1 | $3.82M | Sell |
53,200
-64,000
| -55% | -$4.81M | 0.14% | 208 |
|
|
2024
Q4 | $8.23M | Sell |
117,200
-9,800
| -8% | -$669K | 0.21% | 133 |
|
|
2024
Q3 | $7.17M | Buy |
127,000
+126,149
| +14,824% | +$7.13M | 0.21% | 137 |
|
|
2024
Q2 | $5.05M | Buy |
+851
| New | +$50.2K | 0.15% | 194 |
|
|
2024
Q1 | – | Sell |
-500
| Closed | -$2.46M | – | 467 |
|
|
2023
Q4 | $2.46M | Sell |
500
-300
| -38% | -$12.9K | 0.11% | 215 |
|
|
2023
Q3 | $3.27M | Sell |
800
-79,200
| -99% | -$3.42M | 0.13% | 191 |
|
|
2023
Q2 | $3.41M | Buy |
80,000
+30,000
| +60% | +$1.21M | 0.17% | 156 |
|
|
2023
Q1 | $1.87M | Sell |
50,000
-157,500
| -76% | -$6.86M | 0.11% | 199 |
|
|
2022
Q4 | $8.57M | Buy |
207,500
+82,500
| +66% | +$3.65M | 0.69% | 59 |
|
|
2022
Q3 | $5.03M | Sell |
125,000
-45,000
| -26% | -$1.93M | 0.3% | 124 |
|
|
2022
Q2 | $6.66M | Buy |
170,000
+88,800
| +109% | +$3.9M | 0.47% | 94 |
|
|
2022
Q1 | $3.94M | Buy |
+81,200
| New | +$4.35M | 0.3% | 134 |
|
|
2021
Q4 | – | Sell |
-170,000
| Closed | -$7.89M | – | 405 |
|
|
2021
Q3 | $7.89M | Buy |
170,000
+60,000
| +55% | +$2.78M | 0.46% | 88 |
|
|
2021
Q2 | $4.98M | Buy |
110,000
+35,000
| +47% | +$1.56M | 0.3% | 128 |
|
|
2021
Q1 | $2.93M | Sell |
75,000
-45,000
| -38% | -$1.59M | 0.19% | 162 |
|
|
2020
Q4 | $3.62M | Buy |
120,000
+70,000
| +140% | +$1.81M | 0.21% | 135 |
|
|
2020
Q3 | $1.18M | Buy |
+50,000
| New | +$1.23M | 0.11% | 195 |
|
|
2019
Q3 | – | Sell |
-50,000
| Closed | -$2.37M | – | 297 |
|
|
2019
Q2 | $2.37M | Buy |
+50,000
| New | +$2.34M | 0.13% | 152 |
|
|
2018
Q3 | – | Sell |
-70,000
| Closed | -$3.88M | – | 286 |
|
|
2018
Q2 | $3.88M | Buy |
+70,000
| New | +$3.75M | 0.19% | 145 |
|
|
2018
Q1 | – | Sell |
-50,000
| Closed | -$3.03M | – | 300 |
|
|
2017
Q4 | $3.03M | Buy |
50,000
+10,000
| +25% | +$565K | 0.2% | 134 |
|
|
2017
Q3 | $2.21M | Buy |
+40,000
| New | +$2.13M | 0.14% | 143 |
|
|
2016
Q3 | – | Sell |
-50,000
| Closed | -$2.37M | – | 204 |
|
|
2016
Q2 | $2.37M | Buy |
+50,000
| New | +$2.44M | 0.2% | 111 |
|
Other funds holding WFC
VCM
VPM
