Longbow Finance’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 | $9.8M | Sell |
122,371
-7,459
| -6% | -$598K | 1.05% | 28 |
|
|
2025
Q1 | $9.32M | Sell |
129,830
-27,880
| -18% | -$2M | 1.12% | 25 |
|
|
2024
Q4 | $11.1M | Buy |
157,710
+74,784
| +90% | +$5.25M | 1.21% | 20 |
|
|
2024
Q3 | $4.68M | Hold |
82,926
| – | – | 0.5% | 53 |
|
|
2024
Q2 | $4.92M | Sell |
82,926
-4,643
| -5% | -$276K | 0.51% | 47 |
|
|
2024
Q1 | $5.08M | Buy |
+87,569
| New | +$5.08M | 0.51% | 52 |
|