NorthCrest Asset Manangement’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 | $14.6M | Sell |
174,552
-2,969
| -2% | -$248K | 0.39% | 76 |
|
|
2025
Q1 | $12.7M | Buy |
177,521
+917
| +0.5% | +$65.8K | 0.39% | 82 |
|
|
2024
Q4 | $12.4M | Buy |
176,604
+2,129
| +1% | +$150K | 0.37% | 79 |
|
|
2024
Q3 | $9.86M | Buy |
174,475
+3,292
| +2% | +$186K | 0.3% | 93 |
|
|
2024
Q2 | $10.2M | Buy |
171,183
+2,669
| +2% | +$159K | 0.34% | 85 |
|
|
2024
Q1 | $9.77M | Buy |
168,514
+7,869
| +5% | +$456K | 0.33% | 92 |
|
|
2023
Q4 | $7.91M | Sell |
160,645
-1,981
| -1% | -$97.5K | 0.3% | 103 |
|
|
2023
Q3 | $6.64M | Sell |
162,626
-2,256
| -1% | -$92.2K | 0.27% | 109 |
|
|
2023
Q2 | $7.04M | Sell |
164,882
-220
| -0.1% | -$9.39K | 0.28% | 110 |
|
|
2023
Q1 | $6.17M | Buy |
165,102
+970
| +0.6% | +$36.3K | 0.26% | 116 |
|
|
2022
Q4 | $6.78M | Sell |
164,132
-723
| -0.4% | -$29.9K | 0.39% | 95 |
|
|
2022
Q3 | $6.63M | Buy |
164,855
+6,918
| +4% | +$278K | 0.36% | 98 |
|
|
2022
Q2 | $6.19M | Buy |
157,937
+17,795
| +13% | +$697K | 0.32% | 108 |
|
|
2022
Q1 | $6.79M | Buy |
140,142
+16,060
| +13% | +$778K | 0.32% | 105 |
|
|
2021
Q4 | $5.95M | Buy |
+124,082
| New | +$5.95M | 0.33% | 98 |
|