&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 | $10.5M | Buy |
131,095
+26,568
| +25% | +$2.13M | 0.08% | 231 |
|
|
2025
Q1 | $7.39M | Sell |
104,527
-6,465
| -6% | -$457K | 0.08% | 233 |
|
|
2024
Q4 | $7.91M | Buy |
110,992
+25,614
| +30% | +$1.83M | 0.09% | 208 |
|
|
2024
Q3 | $4.82M | Buy |
85,378
+53,329
| +166% | +$3.01M | 0.09% | 207 |
|
|
2024
Q2 | $1.9M | Buy |
32,049
+17,978
| +128% | +$1.07M | 0.08% | 217 |
|
|
2024
Q1 | $800K | Buy |
14,071
+6,955
| +98% | +$395K | 0.11% | 188 |
|
|
2023
Q4 | $347K | Buy |
+7,116
| New | +$347K | 0.08% | 188 |
|
|
2020
Q1 | – | Sell |
-6,326
| Closed | -$340K | – | 176 |
|
|
2019
Q4 | $340K | Hold |
6,326
| – | – | 0.4% | 87 |
|
|
2019
Q3 | $319K | Buy |
6,326
+100
| +2% | +$5.04K | 0.41% | 89 |
|
|
2019
Q2 | $295K | Sell |
6,226
-827
| -12% | -$39.2K | 0.41% | 83 |
|
|
2019
Q1 | $341K | Sell |
7,053
-600
| -8% | -$29K | 0.49% | 68 |
|
|
2018
Q4 | $353K | Buy |
+7,653
| New | +$353K | 0.59% | 54 |
|