PF
Phoenix Financial’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105M | Buy |
1,312,103
+1,068,040
| +438% | +$85.6M | 1.39% | 23 |
|
|
2025
Q1 | $17.5M | Sell |
244,063
-53,150
| -18% | -$3.82M | 0.27% | 67 |
|
|
2024
Q4 | $20.9M | Sell |
297,213
-28,437
| -9% | -$2M | 0.28% | 66 |
|
|
2024
Q3 | $18.4M | Buy |
325,650
+111,211
| +52% | +$6.28M | 0.27% | 62 |
|
|
2024
Q2 | $12.7M | Sell |
214,439
-8,832
| -4% | -$521K | 0.19% | 72 |
|
|
2024
Q1 | $12.9M | Buy |
223,271
+87,887
| +65% | +$5.09M | 0.18% | 73 |
|
|
2023
Q4 | $7.15M | Buy |
135,384
+91,136
| +206% | +$4.82M | 0.12% | 88 |
|
|
2023
Q3 | $1.84M | Sell |
44,248
-82,991
| -65% | -$3.45M | 0.03% | 181 |
|
|
2023
Q2 | $5.44M | Sell |
127,239
-3,201,841
| -96% | -$137M | 0.11% | 88 |
|
|
2023
Q1 | $124M | Sell |
3,329,080
-594,160
| -15% | -$22.2M | 2.78% | 12 |
|
|
2022
Q4 | $162M | Buy |
3,923,240
+728,477
| +23% | +$30.1M | 3.14% | 6 |
|
|
2022
Q3 | $129M | Buy |
3,194,763
+1,201,880
| +60% | +$48.7M | 2.85% | 7 |
|
|
2022
Q2 | $78.1M | Buy |
1,992,883
+212,870
| +12% | +$8.34M | 1.6% | 16 |
|
|
2022
Q1 | $86.3M | Buy |
1,780,013
+202,497
| +13% | +$9.82M | 1.45% | 16 |
|
|
2021
Q4 | $75.7M | Buy |
1,577,516
+11,560
| +0.7% | +$555K | 1.25% | 21 |
|
|
2021
Q3 | $72.7M | Buy |
1,565,956
+104,320
| +7% | +$4.84M | 1.26% | 19 |
|
|
2021
Q2 | $66.2M | Buy |
+1,461,636
| New | +$66.2M | 1.26% | 18 |
|
|
2020
Q4 | – | Sell |
-90,733
| Closed | -$1.99M | – | 429 |
|
|
2020
Q3 | $1.99M | Buy |
90,733
+13,898
| +18% | +$305K | 0.08% | 154 |
|
|
2020
Q2 | $1.86M | Buy |
76,835
+24,878
| +48% | +$604K | 0.08% | 173 |
|
|
2020
Q1 | $1.45M | Sell |
51,957
-271,096
| -84% | -$7.54M | 0.07% | 177 |
|
|
2019
Q4 | $17.3M | Hold |
323,053
| – | – | 0.72% | 61 |
|
|
2019
Q3 | $15.5M | Buy |
+323,053
| New | +$15.5M | 0.74% | 60 |
|