NEOS 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 | $20.7M | Buy |
258,875
+32,874
| +15% | +$2.63M | 0.26% | 74 |
|
|
2025
Q1 | $16.2M | Buy |
226,001
+43,875
| +24% | +$3.15M | 0.31% | 69 |
|
|
2024
Q4 | $12.8M | Buy |
182,126
+10,563
| +6% | +$742K | 0.3% | 61 |
|
|
2024
Q3 | $9.69M | Buy |
171,563
+35,728
| +26% | +$2.02M | 0.29% | 72 |
|
|
2024
Q2 | $8.07M | Buy |
135,835
+43,824
| +48% | +$2.6M | 0.33% | 54 |
|
|
2024
Q1 | $5.33M | Buy |
92,011
+40,472
| +79% | +$2.35M | 0.33% | 58 |
|
|
2023
Q4 | $2.54M | Buy |
51,539
+11,375
| +28% | +$560K | 0.24% | 83 |
|
|
2023
Q3 | $1.64M | Buy |
+40,164
| New | +$1.64M | 0.21% | 104 |
|