Regatta Capital Group’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 | $766K | Sell |
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|
2025
Q2 | $741K | Sell |
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|
2025
Q1 | $667K | Sell |
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|
2024
Q4 | $657K | Buy |
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|
2024
Q3 | $522K | Sell |
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|
2024
Q2 | $555K | Sell |
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|
2024
Q1 | $551K | Buy |
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|
2023
Q4 | $443K | Buy |
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|
2023
Q3 | $345K | Sell |
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|
2023
Q2 | $449K | Buy |
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|
2023
Q1 | $393K | Hold |
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|
2022
Q4 | $393K | Buy |
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|
2022
Q3 | $358K | Buy |
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|
2022
Q2 | $305K | Sell |
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|
2022
Q1 | $458K | Sell |
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|
2021
Q4 | $455K | Buy |
|