Principal Securities’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 | $10.4M | Buy |
129,906
+16,464
| +15% | +$1.32M | 0.2% | 102 |
|
|
2025
Q1 | $7.97M | Hold |
113,442
| – | – | 0.18% | 114 |
|
|
2024
Q4 | $7.97M | Buy |
113,442
+12,609
| +13% | +$886K | 0.18% | 113 |
|
|
2024
Q3 | $5.7M | Buy |
100,833
+7,423
| +8% | +$419K | 0.14% | 141 |
|
|
2024
Q2 | $5.55M | Buy |
93,410
+9,240
| +11% | +$549K | 0.15% | 122 |
|
|
2024
Q1 | $4.88M | Buy |
84,170
+7,824
| +10% | +$453K | 0.15% | 131 |
|
|
2023
Q4 | $3.76M | Buy |
+76,346
| New | +$3.76M | 0.14% | 143 |
|