IVP
Intrinsic Value Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
15,182
-93
| -0.6% | -$7.45K | 1.08% | 23 |
|
|
2025
Q1 | $1.1M | Sell |
15,275
-585
| -4% | -$42K | 1.08% | 22 |
|
|
2024
Q4 | $1.11M | Sell |
15,860
-250
| -2% | -$17.6K | 1.12% | 21 |
|
|
2024
Q3 | $910K | Sell |
16,110
-663
| -4% | -$37.5K | 0.91% | 23 |
|
|
2024
Q2 | $996K | Sell |
16,773
-102
| -0.6% | -$6.06K | 1.04% | 22 |
|
|
2024
Q1 | $978K | Sell |
16,875
-440
| -3% | -$25.5K | 1.04% | 21 |
|
|
2023
Q4 | $852K | Sell |
17,315
-130
| -0.7% | -$6.4K | 0.99% | 25 |
|
|
2023
Q3 | $713K | Hold |
17,445
| – | – | 0.92% | 24 |
|
|
2023
Q2 | $745K | Sell |
17,445
-60
| -0.3% | -$2.56K | 0.94% | 25 |
|
|
2023
Q1 | $654K | Sell |
17,505
-495
| -3% | -$18.5K | 0.88% | 29 |
|
|
2022
Q4 | $743K | Sell |
18,000
-11,311
| -39% | -$467K | 1.02% | 24 |
|
|
2022
Q3 | $1.18M | Sell |
29,311
-100
| -0.3% | -$4.02K | 1.64% | 19 |
|
|
2022
Q2 | $1.15M | Sell |
29,411
-3,238
| -10% | -$127K | 1.47% | 20 |
|
|
2022
Q1 | $1.58M | Sell |
32,649
-490
| -1% | -$23.7K | 1.68% | 15 |
|
|
2021
Q4 | $1.59M | Buy |
+33,139
| New | +$1.59M | 1.7% | 17 |
|