Perennial Investment Advisors’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 | $887K | Buy |
11,071
+1,046
| +10% | +$83.8K | 0.09% | 189 |
|
|
2025
Q1 | $720K | Buy |
10,025
+657
| +7% | +$47.2K | 0.08% | 193 |
|
|
2024
Q4 | $658K | Buy |
9,368
+176
| +2% | +$12.4K | 0.08% | 193 |
|
|
2024
Q3 | $519K | Sell |
9,192
-178
| -2% | -$10.1K | 0.07% | 207 |
|
|
2024
Q2 | $556K | Sell |
9,370
-1,843
| -16% | -$109K | 0.08% | 186 |
|
|
2024
Q1 | $650K | Sell |
11,213
-154
| -1% | -$8.93K | 0.1% | 165 |
|
|
2023
Q4 | $559K | Sell |
11,367
-505
| -4% | -$24.9K | 0.09% | 166 |
|
|
2023
Q3 | $485K | Buy |
11,872
+314
| +3% | +$12.8K | 0.09% | 176 |
|
|
2023
Q2 | $493K | Sell |
11,558
-163
| -1% | -$6.96K | 0.09% | 177 |
|
|
2023
Q1 | $438K | Sell |
11,721
-95
| -0.8% | -$3.55K | 0.08% | 188 |
|
|
2022
Q4 | $488K | Buy |
11,816
+29
| +0.2% | +$1.2K | 0.2% | 105 |
|
|
2022
Q3 | $474K | Buy |
11,787
+126
| +1% | +$5.07K | 0.22% | 88 |
|
|
2022
Q2 | $456K | Sell |
11,661
-569
| -5% | -$22.3K | 0.18% | 106 |
|
|
2022
Q1 | $594K | Sell |
12,230
-195
| -2% | -$9.47K | 0.19% | 98 |
|
|
2021
Q4 | $597K | Buy |
12,425
+5,106
| +70% | +$245K | 0.19% | 99 |
|
|
2021
Q3 | $341K | Sell |
7,319
-296
| -4% | -$13.8K | 0.12% | 155 |
|
|
2021
Q2 | $345K | Sell |
7,615
-862
| -10% | -$39.1K | 0.13% | 145 |
|
|
2021
Q1 | $331K | Buy |
8,477
+1,588
| +23% | +$62K | 0.13% | 134 |
|
|
2020
Q4 | $208K | Buy |
+6,889
| New | +$208K | 0.09% | 155 |
|
|
2020
Q3 | – | Sell |
-12,581
| Closed | -$322K | – | 158 |
|
|
2020
Q2 | $322K | Sell |
12,581
-2,640
| -17% | -$67.6K | 0.22% | 93 |
|
|
2020
Q1 | $435K | Buy |
+15,221
| New | +$435K | 0.39% | 55 |
|