Longfellow Investment Management’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 | $1.23M | Hold |
15,380
| – | – | 0.3% | 55 |
|
|
2025
Q1 | $1.1M | Buy |
+15,380
| New | +$1.1M | 0.27% | 55 |
|
|
2024
Q2 | – | Sell |
-13,334
| Closed | -$773K | – | 275 |
|
|
2024
Q1 | $773K | Buy |
13,334
+94
| +0.7% | +$5.45K | 0.17% | 68 |
|
|
2023
Q4 | $652K | Buy |
+13,240
| New | +$652K | 0.16% | 74 |
|
|
2023
Q3 | – | Sell |
-19,209
| Closed | -$820K | – | 262 |
|
|
2023
Q2 | $820K | Buy |
+19,209
| New | +$820K | 0.19% | 78 |
|
|
2014
Q1 | – | Sell |
-3,629
| Closed | -$165K | – | 61 |
|
|
2013
Q4 | $165K | Hold |
3,629
| – | – | 0.03% | 60 |
|
|
2013
Q3 | $150K | Buy |
3,629
+879
| +32% | +$36.3K | 0.02% | 60 |
|
|
2013
Q2 | $114K | Buy |
+2,750
| New | +$114K | 0.02% | 63 |
|