Matrix Private Capital 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 | $417K | Sell |
5,209
-73
| -1% | -$5.85K | 0.25% | 59 |
|
|
2025
Q1 | $379K | Hold |
5,282
| – | – | 0.23% | 67 |
|
|
2024
Q4 | $371K | Hold |
5,282
| – | – | 0.21% | 72 |
|
|
2024
Q3 | $298K | Buy |
5,282
+38
| +0.7% | +$2.15K | 0.17% | 84 |
|
|
2024
Q2 | $311K | Buy |
5,244
+73
| +1% | +$4.34K | 0.2% | 78 |
|
|
2024
Q1 | $300K | Buy |
5,171
+13
| +0.3% | +$753 | 0.2% | 79 |
|
|
2023
Q4 | $254K | Sell |
5,158
-90
| -2% | -$4.43K | 0.19% | 84 |
|
|
2023
Q3 | $214K | Buy |
5,248
+1
| +0% | +$41 | 0.16% | 95 |
|
|
2023
Q2 | $224K | Buy |
+5,247
| New | +$224K | 0.16% | 95 |
|
|
2023
Q1 | – | Sell |
-5,395
| Closed | -$223K | – | 208 |
|
|
2022
Q4 | $223K | Sell |
5,395
-91
| -2% | -$3.76K | 0.15% | 121 |
|
|
2022
Q3 | $221K | Buy |
5,486
+82
| +2% | +$3.3K | 0.15% | 117 |
|
|
2022
Q2 | $212K | Sell |
5,404
-101
| -2% | -$3.96K | 0.12% | 149 |
|
|
2022
Q1 | $267K | Buy |
5,505
+84
| +2% | +$4.07K | 0.13% | 142 |
|
|
2021
Q4 | $260K | Buy |
5,421
+106
| +2% | +$5.08K | 0.12% | 152 |
|
|
2021
Q3 | $247K | Buy |
5,315
+49
| +0.9% | +$2.28K | 0.13% | 148 |
|
|
2021
Q2 | $238K | Sell |
5,266
-210
| -4% | -$9.49K | 0.13% | 153 |
|
|
2021
Q1 | $214K | Buy |
+5,476
| New | +$214K | 0.13% | 164 |
|
|
2020
Q1 | – | Sell |
-7,420
| Closed | -$399K | – | 200 |
|
|
2019
Q4 | $399K | Buy |
+7,420
| New | +$399K | 0.42% | 76 |
|