Regatta Capital Group’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 | $741K | Sell |
9,249
-44
| -0.5% | -$3.53K | 0.13% | 107 |
|
|
2025
Q1 | $667K | Sell |
9,293
-57
| -0.6% | -$4.09K | 0.13% | 102 |
|
|
2024
Q4 | $657K | Buy |
9,350
+111
| +1% | +$7.8K | 0.13% | 103 |
|
|
2024
Q3 | $522K | Sell |
9,239
-111
| -1% | -$6.27K | 0.1% | 115 |
|
|
2024
Q2 | $555K | Sell |
9,350
-164
| -2% | -$9.74K | 0.12% | 107 |
|
|
2024
Q1 | $551K | Buy |
9,514
+513
| +6% | +$29.7K | 0.12% | 108 |
|
|
2023
Q4 | $443K | Buy |
9,001
+558
| +7% | +$27.5K | 0.12% | 114 |
|
|
2023
Q3 | $345K | Sell |
8,443
-2,070
| -20% | -$84.6K | 0.11% | 124 |
|
|
2023
Q2 | $449K | Buy |
10,513
+985
| +10% | +$42K | 0.14% | 109 |
|
|
2023
Q1 | $393K | Hold |
9,528
| – | – | 0.14% | 122 |
|
|
2022
Q4 | $393K | Buy |
9,528
+384
| +4% | +$15.9K | 0.14% | 122 |
|
|
2022
Q3 | $358K | Buy |
9,144
+1,353
| +17% | +$53K | 0.15% | 118 |
|
|
2022
Q2 | $305K | Sell |
7,791
-1,652
| -17% | -$64.7K | 0.15% | 118 |
|
|
2022
Q1 | $458K | Sell |
9,443
-37
| -0.4% | -$1.8K | 0.16% | 108 |
|
|
2021
Q4 | $455K | Buy |
+9,480
| New | +$455K | 0.16% | 111 |
|