Northcape Wealth 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 | $332K | Buy |
4,138
+1,091
| +36% | +$87.4K | 0.1% | 113 |
|
|
2025
Q1 | $219K | Buy |
3,047
+7
| +0.2% | +$502 | 0.07% | 128 |
|
|
2024
Q4 | $214K | Buy |
+3,040
| New | +$214K | 0.07% | 130 |
|
|
2022
Q4 | – | Sell |
-5,384
| Closed | -$217K | – | 132 |
|
|
2022
Q3 | $217K | Buy |
+5,384
| New | +$217K | 0.08% | 129 |
|
|
2022
Q2 | – | Sell |
-5,084
| Closed | -$246K | – | 148 |
|
|
2022
Q1 | $246K | Buy |
+5,084
| New | +$246K | 0.07% | 134 |
|