Orion Capital 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 | $213K | Buy |
2,658
+2
| +0.1% | +$160 | 0.08% | 131 |
|
|
2025
Q1 | $191K | Buy |
2,656
+2,156
| +431% | +$155K | 0.08% | 134 |
|
|
2024
Q4 | $35.1K | Buy |
+500
| New | +$35.1K | 0.02% | 264 |
|
|
2024
Q3 | – | Sell |
-500
| Closed | -$29.7K | – | 406 |
|
|
2024
Q2 | $29.7K | Hold |
500
| – | – | 0.02% | 271 |
|
|
2024
Q1 | $29K | Hold |
500
| – | – | 0.02% | 289 |
|
|
2023
Q4 | $24.6K | Hold |
500
| – | – | 0.01% | 307 |
|
|
2023
Q3 | $20.4K | Buy |
+500
| New | +$20.4K | 0.01% | 311 |
|
|
2023
Q2 | – | Sell |
-850
| Closed | -$31.8K | – | 405 |
|
|
2023
Q1 | $31.8K | Hold |
850
| – | – | 0.02% | 260 |
|
|
2022
Q4 | $35.1K | Sell |
850
-50
| -6% | -$2.07K | 0.03% | 225 |
|
|
2022
Q3 | $36K | Buy |
900
+500
| +125% | +$20K | 0.03% | 225 |
|
|
2022
Q2 | $16K | Hold |
400
| – | – | 0.01% | 283 |
|
|
2022
Q1 | $19K | Hold |
400
| – | – | 0.01% | 274 |
|
|
2021
Q4 | $19K | Hold |
400
| – | – | 0.01% | 262 |
|
|
2021
Q3 | $19K | Hold |
400
| – | – | 0.01% | 248 |
|
|
2021
Q2 | $18K | Hold |
400
| – | – | 0.01% | 237 |
|
|
2021
Q1 | $16K | Hold |
400
| – | – | 0.01% | 225 |
|
|
2020
Q4 | $12K | Buy |
+400
| New | +$12K | 0.01% | 235 |
|