NBW Capital’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 | $6.36M | Sell |
79,332
-735
| -0.9% | -$58.9K | 1.37% | 25 |
|
|
2025
Q1 | $5.75M | Sell |
80,067
-25,609
| -24% | -$1.84M | 1.27% | 27 |
|
|
2024
Q4 | $7.42M | Sell |
105,676
-158
| -0.1% | -$11.1K | 1.38% | 28 |
|
|
2024
Q3 | $5.98M | Sell |
105,834
-627
| -0.6% | -$35.4K | 1.13% | 40 |
|
|
2024
Q2 | $6.32M | Sell |
106,461
-2,224
| -2% | -$132K | 1.25% | 36 |
|
|
2024
Q1 | $6.3M | Sell |
108,685
-324
| -0.3% | -$18.8K | 1.29% | 32 |
|
|
2023
Q4 | $5.37M | Sell |
109,009
-382
| -0.3% | -$18.8K | 1.17% | 38 |
|
|
2023
Q3 | $4.47M | Sell |
109,391
-1,170
| -1% | -$47.8K | 1.09% | 44 |
|
|
2023
Q2 | $4.72M | Buy |
110,561
+7,226
| +7% | +$308K | 1.1% | 43 |
|
|
2023
Q1 | $3.86M | Buy |
103,335
+48,972
| +90% | +$1.83M | 0.94% | 51 |
|
|
2022
Q4 | $2.24M | Sell |
54,363
-49,768
| -48% | -$2.05M | 0.57% | 66 |
|
|
2022
Q3 | $4.19M | Buy |
104,131
+16,689
| +19% | +$671K | 1.12% | 43 |
|
|
2022
Q2 | $3.43M | Sell |
87,442
-1,911
| -2% | -$74.9K | 0.94% | 53 |
|
|
2022
Q1 | $4.33M | Buy |
+89,353
| New | +$4.33M | 1.03% | 47 |
|