Patriot Financial Group Insurance Agency’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 | $5.36M | Buy |
66,950
+8,261
| +14% | +$662K | 0.62% | 33 |
|
|
2025
Q1 | $4.21M | Buy |
58,689
+2,817
| +5% | +$202K | 0.56% | 38 |
|
|
2024
Q4 | $3.92M | Sell |
55,872
-234
| -0.4% | -$16.4K | 0.53% | 43 |
|
|
2024
Q3 | $3.17M | Buy |
56,106
+4,305
| +8% | +$243K | 0.43% | 52 |
|
|
2024
Q2 | $3.08M | Buy |
51,801
+5,522
| +12% | +$328K | 0.45% | 48 |
|
|
2024
Q1 | $2.68M | Buy |
46,279
+5,029
| +12% | +$291K | 0.43% | 49 |
|
|
2023
Q4 | $2.03M | Buy |
41,250
+4,038
| +11% | +$199K | 0.38% | 54 |
|
|
2023
Q3 | $1.52M | Buy |
37,212
+4,489
| +14% | +$183K | 0.31% | 72 |
|
|
2023
Q2 | $1.4M | Buy |
32,723
+1,008
| +3% | +$43K | 0.26% | 89 |
|
|
2023
Q1 | $1.19M | Buy |
31,715
+4,424
| +16% | +$165K | 0.24% | 100 |
|
|
2022
Q4 | $1.13M | Buy |
27,291
+2,271
| +9% | +$93.8K | 0.15% | 88 |
|
|
2022
Q3 | $1.01M | Buy |
25,020
+941
| +4% | +$37.8K | 0.25% | 96 |
|
|
2022
Q2 | $943K | Buy |
24,079
+2,674
| +12% | +$105K | 0.19% | 114 |
|
|
2022
Q1 | $1.04M | Buy |
21,405
+2,556
| +14% | +$124K | 0.18% | 126 |
|
|
2021
Q4 | $904K | Buy |
18,849
+557
| +3% | +$26.7K | 0.15% | 140 |
|
|
2021
Q3 | $849K | Buy |
18,292
+2,255
| +14% | +$105K | 0.15% | 146 |
|
|
2021
Q2 | $726K | Buy |
16,037
+10,336
| +181% | +$468K | 0.13% | 172 |
|
|
2021
Q1 | $223K | Buy |
5,701
+1,494
| +36% | +$58.4K | 0.05% | 359 |
|
|
2020
Q4 | $127K | Sell |
4,207
-1,934
| -31% | -$58.4K | 0.03% | 439 |
|
|
2020
Q3 | $144K | Buy |
6,141
+2,775
| +82% | +$65.1K | 0.05% | 327 |
|
|
2020
Q2 | $86K | Sell |
3,366
-680
| -17% | -$17.4K | 0.03% | 382 |
|
|
2020
Q1 | $116K | Buy |
4,046
+1,365
| +51% | +$39.1K | 0.05% | 300 |
|
|
2019
Q4 | $144K | Buy |
2,681
+115
| +4% | +$6.18K | 0.05% | 271 |
|
|
2019
Q3 | $129K | Sell |
2,566
-288
| -10% | -$14.5K | 0.06% | 271 |
|
|
2019
Q2 | $135K | Sell |
2,854
-112
| -4% | -$5.3K | 0.06% | 259 |
|
|
2019
Q1 | $143K | Buy |
2,966
+1,561
| +111% | +$75.3K | 0.07% | 210 |
|
|
2018
Q4 | $65K | Buy |
1,405
+590
| +72% | +$27.3K | 0.04% | 277 |
|
|
2018
Q3 | $43K | Buy |
815
+310
| +61% | +$16.4K | 0.03% | 327 |
|
|
2018
Q2 | $28K | Sell |
505
-1,212
| -71% | -$67.2K | 0.03% | 244 |
|
|
2018
Q1 | $88K | Sell |
1,717
-539
| -24% | -$27.6K | 0.07% | 236 |
|
|
2017
Q4 | $139K | Buy |
2,256
+98
| +5% | +$6.04K | 0.1% | 164 |
|
|
2017
Q3 | $119K | Buy |
2,158
+246
| +13% | +$13.6K | 0.11% | 158 |
|
|
2017
Q2 | $106K | Buy |
1,912
+6
| +0.3% | +$333 | 0.11% | 152 |
|
|
2017
Q1 | $105K | Buy |
1,906
+105
| +6% | +$5.78K | 0.11% | 147 |
|
|
2016
Q4 | $99K | Buy |
+1,801
| New | +$99K | 0.14% | 142 |
|