Parcion Private Wealth’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 | $4.57M | Buy |
57,047
+131
| +0.2% | +$10.5K | 0.33% | 66 |
|
|
2025
Q1 | $4.09M | Buy |
56,916
+82
| +0.1% | +$5.89K | 0.33% | 67 |
|
|
2024
Q4 | $3.99M | Hold |
56,834
| – | – | 0.3% | 68 |
|
|
2024
Q3 | $3.21M | Buy |
56,834
+235
| +0.4% | +$13.3K | 0.27% | 67 |
|
|
2024
Q2 | $3.36M | Buy |
56,599
+16
| +0% | +$950 | 0.31% | 68 |
|
|
2024
Q1 | $3.28M | Hold |
56,583
| – | – | 0.29% | 67 |
|
|
2023
Q4 | $2.79M | Hold |
56,583
| – | – | 0.25% | 72 |
|
|
2023
Q3 | $2.31M | Sell |
56,583
-7,718
| -12% | -$315K | 0.24% | 71 |
|
|
2023
Q2 | $2.74M | Buy |
64,301
+184
| +0.3% | +$7.85K | 0.28% | 71 |
|
|
2023
Q1 | $2.4M | Buy |
64,117
+53
| +0.1% | +$1.98K | 0.25% | 75 |
|
|
2022
Q4 | $2.65M | Hold |
64,064
| – | – | 0.29% | 68 |
|
|
2022
Q3 | $2.58M | Sell |
64,064
-219
| -0.3% | -$8.81K | 0.29% | 74 |
|
|
2022
Q2 | $2.78M | Sell |
64,283
-639
| -1% | -$27.6K | 0.27% | 81 |
|
|
2022
Q1 | $3.12M | Sell |
64,922
-3,387
| -5% | -$163K | 0.29% | 77 |
|
|
2021
Q4 | $3.97M | Sell |
68,309
-1,910
| -3% | -$111K | 0.36% | 67 |
|
|
2021
Q3 | $3.4M | Sell |
70,219
-558
| -0.8% | -$27K | 0.3% | 77 |
|
|
2021
Q2 | $3.21M | Buy |
70,777
+100
| +0.1% | +$4.53K | 0.32% | 76 |
|
|
2021
Q1 | $2.76M | Buy |
70,677
+2,522
| +4% | +$98.5K | 0.31% | 79 |
|
|
2020
Q4 | $2.06M | Buy |
68,155
+33,802
| +98% | +$1.02M | 0.27% | 72 |
|
|
2020
Q3 | $824K | Sell |
34,353
-332
| -1% | -$7.96K | 0.13% | 105 |
|
|
2020
Q2 | $884K | Buy |
34,685
+8,071
| +30% | +$206K | 0.15% | 94 |
|
|
2020
Q1 | $764K | Buy |
26,614
+565
| +2% | +$16.2K | 0.21% | 78 |
|
|
2019
Q4 | $1.4M | Buy |
+26,049
| New | +$1.4M | 0.31% | 64 |
|