Pacifica Partners’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 | $2.4M | Buy |
30,193
+455
| +2% | +$36.2K | 0.97% | 32 |
|
|
2025
Q1 | $1.95M | Sell |
29,738
-5
| -0% | -$328 | 0.89% | 36 |
|
|
2024
Q4 | $2.09M | Sell |
29,743
-490
| -2% | -$34.4K | 0.9% | 34 |
|
|
2024
Q3 | $1.71M | Buy |
30,233
+270
| +0.9% | +$15.3K | 0.71% | 41 |
|
|
2024
Q2 | $1.82M | Sell |
29,963
-545
| -2% | -$33K | 0.78% | 37 |
|
|
2024
Q1 | $1.73M | Sell |
30,508
-210
| -0.7% | -$11.9K | 0.77% | 41 |
|
|
2023
Q4 | $1.37M | Buy |
30,718
+19,010
| +162% | +$846K | 0.67% | 46 |
|
|
2023
Q3 | $460K | Buy |
11,708
+1,098
| +10% | +$43.2K | 0.25% | 61 |
|
|
2023
Q2 | $461K | Sell |
10,610
-15
| -0.1% | -$652 | 0.26% | 60 |
|
|
2023
Q1 | $401K | Buy |
10,625
+8,915
| +521% | +$336K | 0.24% | 63 |
|
|
2022
Q4 | $70.2K | Hold |
1,710
| – | – | 0.05% | 135 |
|
|
2022
Q3 | $71K | Sell |
1,710
-40
| -2% | -$1.66K | 0.05% | 144 |
|
|
2022
Q2 | $71K | Buy |
1,750
+570
| +48% | +$23.1K | 0.05% | 153 |
|
|
2022
Q1 | $62K | Sell |
1,180
-60
| -5% | -$3.15K | 0.04% | 163 |
|
|
2021
Q4 | $68K | Sell |
1,240
-200
| -14% | -$11K | 0.04% | 156 |
|
|
2021
Q3 | $69K | Hold |
1,440
| – | – | 0.05% | 139 |
|
|
2021
Q2 | $64K | Hold |
1,440
| – | – | 0.05% | 134 |
|
|
2021
Q1 | $57K | Sell |
1,440
-643
| -31% | -$25.5K | 0.05% | 132 |
|
|
2020
Q4 | $63K | Buy |
2,083
+200
| +11% | +$6.05K | 0.06% | 115 |
|
|
2020
Q3 | $44K | Buy |
1,883
+400
| +27% | +$9.35K | 0.05% | 125 |
|
|
2020
Q2 | $37K | Sell |
1,483
-1,300
| -47% | -$32.4K | 0.04% | 145 |
|
|
2020
Q1 | $80K | Buy |
2,783
+270
| +11% | +$7.76K | 0.1% | 100 |
|
|
2019
Q4 | $135K | Buy |
+2,513
| New | +$135K | 0.13% | 84 |
|