KA
Kerrisdale Advisers’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,851
| Closed | -$635K | – | 84 |
|
|
2025
Q1 | $635K | Sell |
8,851
-10,495
| -54% | -$753K | 0.27% | 54 |
|
|
2024
Q4 | $1.36M | Sell |
19,346
-8,350
| -30% | -$587K | 0.46% | 47 |
|
|
2024
Q3 | $1.56M | Hold |
27,696
| – | – | 0.53% | 49 |
|
|
2024
Q2 | $1.64M | Hold |
27,696
| – | – | 0.51% | 48 |
|
|
2024
Q1 | $1.61M | Sell |
27,696
-44,925
| -62% | -$2.6M | 0.5% | 46 |
|
|
2023
Q4 | $3.57M | Hold |
72,621
| – | – | 1.06% | 35 |
|
|
2023
Q3 | $2.97M | Sell |
72,621
-16,200
| -18% | -$662K | 0.94% | 36 |
|
|
2023
Q2 | $3.79M | Hold |
88,821
| – | – | 1.02% | 35 |
|
|
2023
Q1 | $3.32M | Buy |
88,821
+5,369
| +6% | +$201K | 0.98% | 34 |
|
|
2022
Q4 | $3.45M | Sell |
83,452
-78,920
| -49% | -$3.26M | 1.02% | 32 |
|
|
2022
Q3 | $6.53M | Buy |
162,372
+63,800
| +65% | +$2.57M | 1.59% | 20 |
|
|
2022
Q2 | $3.86M | Buy |
+98,572
| New | +$3.86M | 1.22% | 28 |
|