Investment 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 | $224K | Buy |
+2,790
| New | +$224K | 0.08% | 149 |
|
|
2022
Q4 | – | Sell |
-8,008
| Closed | -$322K | – | 251 |
|
|
2022
Q3 | $322K | Buy |
+8,008
| New | +$322K | 0.1% | 183 |
|
|
2018
Q2 | – | Sell |
-5,217
| Closed | -$273K | – | 158 |
|
|
2018
Q1 | $273K | Buy |
5,217
+1,028
| +25% | +$53.8K | 0.2% | 114 |
|
|
2017
Q4 | $254K | Buy |
4,189
+1
| +0% | +$61 | 0.19% | 121 |
|
|
2017
Q3 | $231K | Sell |
4,188
-1,980
| -32% | -$109K | 0.2% | 105 |
|
|
2017
Q2 | $342K | Buy |
6,168
+974
| +19% | +$54K | 0.31% | 83 |
|
|
2017
Q1 | $289K | Buy |
+5,194
| New | +$289K | 0.28% | 87 |
|
|
2016
Q4 | – | Sell |
-7,611
| Closed | -$337K | – | 178 |
|
|
2016
Q3 | $337K | Buy |
+7,611
| New | +$337K | 0.19% | 122 |
|
|
2016
Q2 | – | Sell |
-5,743
| Closed | -$312K | – | 168 |
|
|
2016
Q1 | $312K | Buy |
+5,743
| New | +$312K | 0.2% | 120 |
|