Itau Unibanco Holding S.A.’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 | – | Sell |
-8,581
| Closed | -$616K | – | 409 |
|
|
2025
Q1 | $616K | Buy |
+8,581
| New | +$616K | 0.02% | 126 |
|
|
2023
Q2 | – | Sell |
-4,210
| Closed | -$157K | – | 614 |
|
|
2023
Q1 | $157K | Sell |
4,210
-148,306
| -97% | -$5.54M | 0.01% | 191 |
|
|
2022
Q4 | $6.3M | Buy |
152,516
+147,629
| +3,021% | +$6.1M | 0.26% | 61 |
|
|
2022
Q3 | $197K | Buy |
4,887
+1,327
| +37% | +$53.5K | 0.01% | 228 |
|
|
2022
Q2 | $139K | Sell |
3,560
-112,085
| -97% | -$4.38M | ﹤0.01% | 249 |
|
|
2022
Q1 | $5.6M | Sell |
115,645
-26,223
| -18% | -$1.27M | 0.16% | 66 |
|
|
2021
Q4 | $6.82M | Buy |
141,868
+85,768
| +153% | +$4.13M | 0.21% | 58 |
|
|
2021
Q3 | $2.6M | Buy |
56,100
+3,500
| +7% | +$162K | 0.14% | 86 |
|
|
2021
Q2 | $2.38M | Buy |
+52,600
| New | +$2.38M | 0.12% | 78 |
|
|
2019
Q3 | – | Sell |
-8,657
| Closed | -$410K | – | 684 |
|
|
2019
Q2 | $410K | Buy |
+8,657
| New | +$410K | 0.02% | 355 |
|
|
2018
Q2 | – | Sell |
-3,712
| Closed | -$195K | – | 829 |
|
|
2018
Q1 | $195K | Buy |
+3,712
| New | +$195K | ﹤0.01% | 377 |
|
|
2017
Q3 | – | Sell |
-560
| Closed | -$31K | – | 716 |
|
|
2017
Q2 | $31K | Sell |
560
-150
| -21% | -$8.3K | ﹤0.01% | 347 |
|
|
2017
Q1 | $40K | Buy |
+710
| New | +$40K | ﹤0.01% | 252 |
|