Optimas 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 | $3.15M | Sell |
39,300
-22,600
| -37% | -$1.81M | 3.32% | 10 |
|
|
2025
Q1 | $4.44M | Buy |
61,900
+14,500
| +31% | +$1.04M | 7.55% | 5 |
|
|
2024
Q4 | $3.33M | Buy |
+47,400
| New | +$3.33M | 4.49% | 9 |
|
|
2023
Q4 | – | Sell |
-91,600
| Closed | -$3.74M | – | 56 |
|
|
2023
Q3 | $3.74M | Buy |
+91,600
| New | +$3.74M | 2.57% | 12 |
|
|
2023
Q1 | – | Sell |
-25,900
| Closed | -$1.07M | – | 49 |
|
|
2022
Q4 | $1.07M | Buy |
+25,900
| New | +$1.07M | 1.05% | 28 |
|
|
2022
Q2 | – | Sell |
-139,010
| Closed | -$6.74M | – | 36 |
|
|
2022
Q1 | $6.74M | Buy |
139,010
+117,875
| +558% | +$5.71M | 6.33% | 6 |
|
|
2021
Q4 | $1.01M | Buy |
+21,135
| New | +$1.01M | 2.17% | 13 |
|