Leuthold Group’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 | $347K | Sell |
4,334
-368
| -8% | -$29.5K | 0.04% | 183 |
|
|
2025
Q1 | $338K | Sell |
4,702
-202
| -4% | -$14.5K | 0.04% | 182 |
|
|
2024
Q4 | $344K | Buy |
+4,904
| New | +$344K | 0.04% | 171 |
|
|
2024
Q3 | – | Sell |
-95,501
| Closed | -$5.67M | – | 202 |
|
|
2024
Q2 | $5.67M | Buy |
+95,501
| New | +$5.67M | 0.66% | 57 |
|
|
2022
Q1 | – | Sell |
-12,311
| Closed | -$591K | – | 227 |
|
|
2021
Q4 | $591K | Buy |
12,311
+7,666
| +165% | +$368K | 0.07% | 134 |
|
|
2021
Q3 | $216K | Buy |
+4,645
| New | +$216K | 0.03% | 191 |
|
|
2013
Q3 | – | Sell |
-271,556
| Closed | -$11.2M | – | 340 |
|
|
2013
Q2 | $11.2M | Buy |
+271,556
| New | +$11.2M | 1.04% | 15 |
|