Nancy E. Dempze’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 | $361K | Sell |
4,500
-200
| -4% | -$16K | 0.21% | 73 |
|
2025
Q1 | $337K | Sell |
4,700
-602
| -11% | -$43.2K | 0.2% | 74 |
|
2024
Q4 | $372K | Hold |
5,302
| – | – | 0.22% | 76 |
|
2024
Q3 | $300K | Sell |
5,302
-1,000
| -16% | -$56.5K | 0.17% | 85 |
|
2024
Q2 | $374K | Buy |
+6,302
| New | +$374K | 0.26% | 58 |
|
2016
Q4 | – | Sell |
-5,125
| Closed | -$227K | – | 78 |
|
2016
Q3 | $227K | Hold |
5,125
| – | – | 0.4% | 73 |
|
2016
Q2 | $243K | Hold |
5,125
| – | – | 0.43% | 71 |
|
2016
Q1 | $248K | Sell |
5,125
-50
| -1% | -$2.42K | 0.44% | 68 |
|
2015
Q4 | $281K | Buy |
+5,175
| New | +$281K | 0.54% | 66 |
|