Princeton Capital 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 | $271K | Buy |
+3,378
| New | +$271K | 0.08% | 103 |
|
|
2019
Q2 | – | Sell |
-9
| Closed | – | – | 254 |
|
|
2019
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 257 |
|
|
2016
Q4 | – | Sell |
-26,950
| Closed | -$1.19M | – | 86 |
|
|
2016
Q3 | $1.19M | Sell |
26,950
-928
| -3% | -$41.1K | 1.47% | 33 |
|
|
2016
Q2 | $1.32M | Buy |
27,878
+1,196
| +4% | +$56.6K | 1.51% | 34 |
|
|
2016
Q1 | $1.29M | Buy |
26,682
+1,659
| +7% | +$80.2K | 1.46% | 39 |
|
|
2015
Q4 | $1.36M | Sell |
25,023
-402
| -2% | -$21.8K | 1.53% | 29 |
|
|
2015
Q3 | $1.31M | Sell |
25,425
-554
| -2% | -$28.5K | 1.48% | 26 |
|
|
2015
Q2 | $1.46M | Sell |
25,979
-2,891
| -10% | -$163K | 1.48% | 23 |
|
|
2015
Q1 | $1.57M | Sell |
28,870
-880
| -3% | -$47.9K | 1.53% | 20 |
|
|
2014
Q4 | $1.63M | Buy |
+29,750
| New | +$1.63M | 1.62% | 19 |
|