Proficio Capital Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-10,817
| Closed | -$867K | – | 434 |
|
|
2025
Q2 | $867K | Buy |
10,817
+697
| +7% | +$50.3K | 0.05% | 173 |
|
|
2025
Q1 | $727K | Buy |
10,120
+265
| +3% | +$19.9K | 0.06% | 159 |
|
|
2024
Q4 | $692K | Buy |
9,855
+3,436
| +54% | +$235K | 0.06% | 139 |
|
|
2024
Q3 | $363K | Sell |
6,419
-1,341
| -17% | -$75.8K | 0.04% | 197 |
|
|
2024
Q2 | $461K | Buy |
7,760
+501
| +7% | +$29.6K | 0.05% | 174 |
|
|
2024
Q1 | $423K | Buy |
7,259
+320
| +5% | +$16.7K | 0.05% | 188 |
|
|
2023
Q4 | $342K | Buy |
6,939
+126
| +2% | +$5.44K | 0.04% | 198 |
|
|
2023
Q3 | $278K | Sell |
6,813
-9,538
| -58% | -$412K | 0.04% | 228 |
|
|
2023
Q2 | $698K | Sell |
16,351
-372
| -2% | -$15K | 0.09% | 122 |
|
|
2023
Q1 | $625K | Sell |
16,723
-598
| -3% | -$26.1K | 0.1% | 118 |
|
|
2022
Q4 | $717K | Sell |
17,321
-1,883
| -10% | -$83.3K | 0.14% | 96 |
|
|
2022
Q3 | $776K | Buy |
19,204
+1,374
| +8% | +$59K | 0.14% | 88 |
|
|
2022
Q2 | $698K | Sell |
17,830
-307
| -2% | -$13.5K | 0.13% | 97 |
|
|
2022
Q1 | $879K | Buy |
18,137
+8,140
| +81% | +$436K | 0.13% | 87 |
|
|
2021
Q4 | $480K | Sell |
9,997
-478
| -5% | -$23.5K | 0.07% | 150 |
|
|
2021
Q3 | $486K | Buy |
10,475
+1,400
| +15% | +$64.8K | 0.06% | 146 |
|
|
2021
Q2 | $411K | Buy |
9,075
+3,833
| +73% | +$171K | 0.05% | 170 |
|
|
2021
Q1 | $205K | Buy |
+5,242
| New | +$186K | 0.03% | 260 |
|
|
2020
Q3 | – | Sell |
-44,762
| Closed | -$1.14M | – | 192 |
|
|
2020
Q2 | $1.14M | Sell |
44,762
-2,767
| -6% | -$75.7K | 0.23% | 53 |
|
|
2020
Q1 | $1.41M | Buy |
47,529
+17,127
| +56% | +$728K | 0.35% | 49 |
|
|
2019
Q4 | $1.64M | Buy |
30,402
+23,652
| +350% | +$1.24M | 0.47% | 44 |
|
|
2019
Q3 | $340K | Buy |
6,750
+2,992
| +80% | +$141K | 0.13% | 87 |
|
|
2019
Q2 | $178K | Sell |
3,758
-2,021
| -35% | -$94.5K | 0.06% | 140 |
|
|
2019
Q1 | $279K | Buy |
5,779
+112
| +2% | +$5.51K | 0.1% | 108 |
|
|
2018
Q4 | $261K | Buy |
5,667
+71
| +1% | +$3.64K | 0.12% | 93 |
|
|
2018
Q3 | $294K | Sell |
5,596
-103
| -2% | -$5.88K | 0.11% | 97 |
|
|
2018
Q2 | $316K | Buy |
5,699
+886
| +18% | +$47.5K | 0.13% | 100 |
|
|
2018
Q1 | $252K | Sell |
4,813
-737
| -13% | -$43.8K | 0.1% | 112 |
|
|
2017
Q4 | $337K | Buy |
5,550
+376
| +7% | +$21.2K | 0.13% | 97 |
|
|
2017
Q3 | $285K | Sell |
5,174
-1,327
| -20% | -$70.5K | 0.12% | 111 |
|
|
2017
Q2 | $349K | Sell |
6,501
-127
| -2% | -$6.8K | 0.15% | 101 |
|
|
2017
Q1 | $352K | Sell |
6,628
-4,822
| -42% | -$274K | 0.15% | 102 |
|
|
2016
Q4 | $631K | Buy |
11,450
+1,936
| +20% | +$97.3K | 0.32% | 81 |
|
|
2016
Q3 | $421K | Hold |
9,514
| – | – | 0.25% | 91 |
|
|
2016
Q2 | $458K | Buy |
9,514
+965
| +11% | +$47K | 0.29% | 82 |
|
|
2016
Q1 | $413K | Buy |
8,549
+7,555
| +760% | +$370K | 0.35% | 70 |
|
|
2015
Q4 | $54K | Buy |
+994
| New | +$54K | 0.05% | 135 |
|
Other funds holding WFC
