Principal Street Partners’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 | $608K | Buy |
7,590
+3,498
| +85% | +$280K | 0.06% | 183 |
|
|
2025
Q1 | $294K | Sell |
4,092
-42
| -1% | -$3.02K | 0.05% | 171 |
|
|
2024
Q4 | $290K | Buy |
4,134
+656
| +19% | +$46.1K | 0.06% | 173 |
|
|
2024
Q3 | $207K | Hold |
3,478
| – | – | 0.03% | 214 |
|
|
2024
Q2 | $207K | Hold |
3,478
| – | – | 0.04% | 232 |
|
|
2024
Q1 | $215K | Buy |
+3,478
| New | +$215K | 0.04% | 229 |
|
|
2023
Q4 | – | Sell |
-9,886
| Closed | -$404K | – | 235 |
|
|
2023
Q3 | $404K | Buy |
9,886
+4,948
| +100% | +$202K | 0.08% | 174 |
|
|
2023
Q2 | $211K | Buy |
+4,938
| New | +$211K | 0.05% | 209 |
|
|
2022
Q2 | – | Sell |
-4,546
| Closed | -$220K | – | 225 |
|
|
2022
Q1 | $220K | Buy |
+4,546
| New | +$220K | 0.05% | 203 |
|