Plato Investment Management’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 | $5.74M | Buy |
71,929
+357
| +0.5% | +$28.5K | 0.43% | 44 |
|
|
2025
Q1 | $5.19M | Sell |
71,572
-11,354
| -14% | -$824K | 0.44% | 44 |
|
|
2024
Q4 | $5.85M | Buy |
82,926
+8,361
| +11% | +$589K | 0.43% | 47 |
|
|
2024
Q3 | $4.21M | Buy |
74,565
+2,119
| +3% | +$120K | 0.34% | 70 |
|
|
2024
Q2 | $4.3M | Buy |
72,446
+6,956
| +11% | +$413K | 0.4% | 57 |
|
|
2024
Q1 | $3.8M | Buy |
65,490
+61,714
| +1,634% | +$3.58M | 0.39% | 62 |
|
|
2023
Q4 | $186K | Buy |
+3,776
| New | +$186K | 0.23% | 104 |
|