iSAM Funds (UK)’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 | $471K | Sell |
5,877
-793
| -12% | -$63.5K | 0.1% | 283 |
|
|
2025
Q1 | $479K | Sell |
6,670
-2,189
| -25% | -$157K | 0.24% | 143 |
|
|
2024
Q4 | $622K | Sell |
8,859
-6,211
| -41% | -$436K | 0.46% | 71 |
|
|
2024
Q3 | $851K | Sell |
15,070
-18,312
| -55% | -$1.03M | 0.48% | 66 |
|
|
2024
Q2 | $1.98M | Buy |
+33,382
| New | +$1.98M | 1.49% | 4 |
|
|
2023
Q4 | – | Sell |
-23,987
| Closed | -$980K | – | 360 |
|
|
2023
Q3 | $980K | Buy |
23,987
+9,810
| +69% | +$401K | 0.62% | 56 |
|
|
2023
Q2 | $605K | Sell |
14,177
-5,492
| -28% | -$234K | 0.54% | 67 |
|
|
2023
Q1 | $735K | Buy |
+19,669
| New | +$735K | 0.94% | 31 |
|