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