PAM
Paradigm Asset Management’s Wells Fargo WFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.43M | Sell |
55,352
-9,000
| -14% | -$721K | 1.09% | 6 |
|
2025
Q1 | $4.62M | Hold |
64,352
| – | – | 1.23% | 4 |
|
2024
Q4 | $4.52M | Buy |
64,352
+21,500
| +50% | +$1.51M | 1.24% | 5 |
|
2024
Q3 | $2.42M | Hold |
42,852
| – | – | 0.63% | 23 |
|
2024
Q2 | $2.54M | Sell |
42,852
-8,200
| -16% | -$487K | 0.71% | 20 |
|
2024
Q1 | $2.96M | Sell |
51,052
-1,350
| -3% | -$78.2K | 0.75% | 17 |
|
2023
Q4 | $2.58M | Sell |
52,402
-1,300
| -2% | -$64K | 0.68% | 22 |
|
2023
Q3 | $2.19M | Sell |
53,702
-2,700
| -5% | -$110K | 0.62% | 27 |
|
2023
Q2 | $2.41M | Buy |
56,402
+10,600
| +23% | +$452K | 0.65% | 27 |
|
2023
Q1 | $1.71M | Sell |
45,802
-250
| -0.5% | -$9.35K | 0.47% | 56 |
|
2022
Q4 | $1.9M | Sell |
46,052
-33,600
| -42% | -$1.39M | 0.53% | 32 |
|
2022
Q3 | $3.2M | Sell |
79,652
-1,500
| -2% | -$60.3K | 1.07% | 9 |
|
2022
Q2 | $3.18M | Buy |
81,152
+6,200
| +8% | +$243K | 0.97% | 13 |
|
2022
Q1 | $3.63M | Hold |
74,952
| – | – | 0.96% | 13 |
|
2021
Q4 | $3.6M | Buy |
74,952
+4,652
| +7% | +$223K | 0.9% | 14 |
|
2021
Q3 | $3.26M | Sell |
70,300
-3,400
| -5% | -$158K | 0.89% | 15 |
|
2021
Q2 | $3.34M | Hold |
73,700
| – | – | 0.85% | 15 |
|
2021
Q1 | $2.88M | Sell |
73,700
-2,200
| -3% | -$86K | 0.77% | 17 |
|
2020
Q4 | $2.29M | Buy |
75,900
+33,600
| +79% | +$1.01M | 0.64% | 31 |
|
2020
Q3 | $994K | Sell |
42,300
-6,700
| -14% | -$158K | 0.31% | 112 |
|
2020
Q2 | $1.25M | Sell |
49,000
-4,350
| -8% | -$111K | 0.39% | 66 |
|
2020
Q1 | $1.53M | Hold |
53,350
| – | – | 0.59% | 34 |
|
2019
Q4 | $2.87M | Buy |
53,350
+2,050
| +4% | +$110K | 0.85% | 18 |
|
2019
Q3 | $2.59M | Sell |
51,300
-11,400
| -18% | -$575K | 0.85% | 16 |
|
2019
Q2 | $2.97M | Sell |
62,700
-400
| -0.6% | -$18.9K | 0.86% | 18 |
|
2019
Q1 | $3.05M | Sell |
63,100
-3,200
| -5% | -$155K | 0.9% | 17 |
|
2018
Q4 | $3.06M | Buy |
66,300
+65,500
| +8,188% | +$3.02M | 0.99% | 14 |
|
2018
Q3 | $42K | Hold |
800
| – | – | 0.01% | 382 |
|
2018
Q2 | $44.4K | Hold |
800
| – | – | 0.01% | 360 |
|
2018
Q1 | $41.9K | Hold |
800
| – | – | 0.01% | 360 |
|
2017
Q4 | $48.5K | Sell |
800
-44,000
| -98% | -$2.67M | 0.01% | 357 |
|
2017
Q3 | $2.47M | Sell |
44,800
-15,700
| -26% | -$866K | 0.64% | 67 |
|
2017
Q2 | $3.35M | Buy |
+60,500
| New | +$3.35M | 0.68% | 64 |
|
2013
Q4 | – | Sell |
-212,950
| Closed | -$8.8M | – | 852 |
|
2013
Q3 | $8.8M | Sell |
212,950
-12,000
| -5% | -$496K | 1.43% | 2 |
|
2013
Q2 | $9.28M | Buy |
+224,950
| New | +$9.28M | 1.59% | 1 |
|