Quantinno 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 | $48.9M | Buy |
609,751
+160,450
| +36% | +$12.9M | 0.21% | 62 |
|
2025
Q1 | $32.3M | Buy |
449,301
+150,701
| +50% | +$10.8M | 0.21% | 63 |
|
2024
Q4 | $21M | Buy |
298,600
+80,662
| +37% | +$5.67M | 0.21% | 65 |
|
2024
Q3 | $12.3M | Buy |
217,938
+32,972
| +18% | +$1.86M | 0.16% | 97 |
|
2024
Q2 | $11M | Buy |
184,966
+9,531
| +5% | +$566K | 0.2% | 77 |
|
2024
Q1 | $10.2M | Buy |
175,435
+58,151
| +50% | +$3.37M | 0.22% | 74 |
|
2023
Q4 | $5.77M | Buy |
117,284
+9,499
| +9% | +$468K | 0.2% | 81 |
|
2023
Q3 | $4.4M | Buy |
107,785
+18,385
| +21% | +$751K | 0.2% | 74 |
|
2023
Q2 | $3.82M | Buy |
89,400
+32,972
| +58% | +$1.41M | 0.22% | 73 |
|
2023
Q1 | $2.11M | Buy |
56,428
+4,505
| +9% | +$168K | 0.14% | 174 |
|
2022
Q4 | $2.14M | Sell |
51,923
-1,501
| -3% | -$62K | 0.16% | 171 |
|
2022
Q3 | $2.15M | Buy |
53,424
+18,085
| +51% | +$727K | 0.28% | 66 |
|
2022
Q2 | $1.38M | Buy |
35,339
+2,921
| +9% | +$114K | 0.2% | 125 |
|
2022
Q1 | $1.57M | Buy |
32,418
+6,890
| +27% | +$334K | 0.24% | 94 |
|
2021
Q4 | $1.23M | Buy |
25,528
+15,503
| +155% | +$744K | 0.22% | 106 |
|
2021
Q3 | $465K | Buy |
10,025
+133
| +1% | +$6.17K | 0.52% | 68 |
|
2021
Q2 | $448K | Hold |
9,892
| – | – | 0.51% | 76 |
|
2021
Q1 | $386K | Hold |
9,892
| – | – | 0.42% | 105 |
|
2020
Q4 | $299K | Buy |
+9,892
| New | +$299K | 0.23% | 226 |
|
2020
Q1 | – | Sell |
-6,360
| Closed | -$342K | – | 570 |
|
2019
Q4 | $342K | Buy |
6,360
+580
| +10% | +$31.2K | 0.22% | 212 |
|
2019
Q3 | $292K | Buy |
+5,780
| New | +$292K | 0.2% | 264 |
|