Latash Investments’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 | $114M | Sell |
1,423,900
-37,000
| -3% | -$2.95M | 87.76% | 1 |
|
|
2025
Q1 | $104M | Sell |
1,460,900
-94,246
| -6% | -$6.74M | 86.18% | 1 |
|
|
2024
Q4 | $109M | Sell |
1,555,146
-37,575
| -2% | -$2.64M | 85.24% | 1 |
|
|
2024
Q3 | $90M | Sell |
1,592,721
-88,444
| -5% | -$5M | 82.84% | 1 |
|
|
2024
Q2 | $99.8M | Sell |
1,681,165
-325,013
| -16% | -$19.3M | 80.87% | 1 |
|
|
2024
Q1 | $116M | Sell |
2,006,178
-376,891
| -16% | -$21.8M | 82.65% | 1 |
|
|
2023
Q4 | $117M | Buy |
2,383,069
+16,879
| +0.7% | +$831K | 84.48% | 1 |
|
|
2023
Q3 | $96.7M | Hold |
2,366,190
| – | – | 82.62% | 1 |
|
|
2023
Q2 | $101M | Hold |
2,366,190
| – | – | 81.47% | 1 |
|
|
2023
Q1 | $88.4M | Sell |
2,366,190
-32,000
| -1% | -$1.2M | 79.47% | 1 |
|
|
2022
Q4 | $99M | Sell |
2,398,190
-27,000
| -1% | -$1.11M | 80.73% | 1 |
|
|
2022
Q3 | $97.5M | Hold |
2,425,190
| – | – | 78.53% | 1 |
|
|
2022
Q2 | $95M | Hold |
2,425,190
| – | – | 78.06% | 1 |
|
|
2022
Q1 | $118M | Sell |
2,425,190
-64,521
| -3% | -$3.13M | 76.48% | 1 |
|
|
2021
Q4 | $119M | Sell |
2,489,711
-20,000
| -0.8% | -$960K | 73.93% | 1 |
|
|
2021
Q3 | $116M | Sell |
2,509,711
-59,704
| -2% | -$2.77M | 72.72% | 1 |
|
|
2021
Q2 | $116M | Buy |
+2,569,415
| New | +$116M | 73.75% | 1 |
|
|
2020
Q3 | $36.5M | Hold |
1,553,930
| – | – | 57.35% | 1 |
|
|
2020
Q2 | $39.8M | Hold |
1,553,930
| – | – | 61.1% | 1 |
|
|
2020
Q1 | $44.6M | Hold |
1,553,930
| – | – | 66.92% | 1 |
|
|
2019
Q4 | $83.6M | Buy |
+1,553,930
| New | +$83.6M | 74.31% | 1 |
|