Morningstar 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 | $936K | Buy |
11,683
+1,220
| +12% | +$97.7K | 0.08% | 72 |
|
|
2025
Q1 | $751K | Sell |
10,463
-2,021
| -16% | -$145K | 0.06% | 56 |
|
|
2024
Q4 | $877K | Sell |
12,484
-38,162
| -75% | -$2.68M | 0.07% | 84 |
|
|
2024
Q3 | $3.15M | Sell |
50,646
-25,482
| -33% | -$1.58M | 0.31% | 35 |
|
|
2024
Q2 | $4.52M | Sell |
76,128
-21,673
| -22% | -$1.29M | 0.47% | 28 |
|
|
2024
Q1 | $5.67M | Sell |
97,801
-2,595
| -3% | -$150K | 0.61% | 20 |
|
|
2023
Q4 | $4.94M | Buy |
+100,396
| New | +$4.94M | 0.57% | 25 |
|