Maltese Capital 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
$17M Buy
212,500
+7,500
+4% +$601K 2.39% 5
2025
Q1
$14.7M Sell
205,000
-119,500
-37% -$8.58M 2.39% 5
2024
Q4
$22.8M Buy
324,500
+209,500
+182% +$14.7M 3.48% 3
2024
Q3
$6.5M Sell
115,000
-309,651
-73% -$17.5M 1% 33
2024
Q2
$25.2M Buy
424,651
+144,651
+52% +$8.59M 4.66% 2
2024
Q1
$16.2M Sell
280,000
-90,300
-24% -$5.23M 3.13% 10
2023
Q4
$18.2M Buy
370,300
+217,800
+143% +$10.7M 5.13% 1
2023
Q3
$6.23M Sell
152,500
-45,000
-23% -$1.84M 2.37% 10
2023
Q2
$8.43M Sell
197,500
-15,000
-7% -$640K 2.91% 6
2023
Q1
$7.94M Buy
212,500
+32,500
+18% +$1.21M 2.96% 4
2022
Q4
$7.43M Buy
180,000
+25,000
+16% +$1.03M 2.07% 10
2022
Q3
$6.23M Sell
155,000
-85,000
-35% -$3.42M 1.43% 23
2022
Q2
$9.4M Buy
240,000
+65,000
+37% +$2.55M 2.02% 6
2022
Q1
$8.48M Sell
175,000
-67,500
-28% -$3.27M 1.6% 14
2021
Q4
$11.6M Buy
242,500
+107,500
+80% +$5.16M 1.92% 6
2021
Q3
$6.27M Sell
135,000
-20,065
-13% -$931K 1.08% 32
2021
Q2
$7.02M Sell
155,065
-225,000
-59% -$10.2M 1.12% 33
2021
Q1
$14.8M Buy
380,065
+149,985
+65% +$5.86M 1.95% 8
2020
Q4
$6.94M Buy
230,080
+140,080
+156% +$4.23M 1.07% 32
2020
Q3
$2.12M Buy
+90,000
New +$2.12M 0.36% 93
2019
Q2
Sell
-165,000
Closed -$7.97M 204
2019
Q1
$7.97M Buy
+165,000
New +$7.97M 0.61% 55
2018
Q4
Sell
-50,000
Closed -$2.63M 209
2018
Q3
$2.63M Buy
+50,000
New +$2.63M 0.18% 139
2017
Q3
Sell
-125,000
Closed -$6.93M 206
2017
Q2
$6.93M Buy
+125,000
New +$6.93M 0.66% 55
2016
Q3
Sell
-150,000
Closed -$7.1M 199
2016
Q2
$7.1M Buy
+150,000
New +$7.1M 0.89% 31
2014
Q4
Sell
-150,300
Closed -$7.8M 220
2014
Q3
$7.8M Buy
+150,300
New +$7.8M 0.94% 27
2014
Q2
Sell
-100,000
Closed -$4.97M 193
2014
Q1
$4.97M Sell
100,000
-64,500
-39% -$3.21M 0.61% 59
2013
Q4
$7.47M Buy
164,500
+114,500
+229% +$5.2M 0.77% 39
2013
Q3
$2.07M Sell
50,000
-90,000
-64% -$3.72M 0.22% 119
2013
Q2
$5.78M Buy
+140,000
New +$5.78M 0.61% 64