Reliant Investment 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 | $5.68M | Buy |
+70,923
| New | +$5.68M | 2.46% | 21 |
|
|
2022
Q2 | – | Sell |
-4,691
| Closed | -$227K | – | 60 |
|
|
2022
Q1 | $227K | Buy |
+4,691
| New | +$227K | 0.12% | 50 |
|
|
2021
Q3 | – | Sell |
-7,620
| Closed | -$345K | – | 64 |
|
|
2021
Q2 | $345K | Sell |
7,620
-545
| -7% | -$24.7K | 0.16% | 53 |
|
|
2021
Q1 | $319K | Sell |
8,165
-4,100
| -33% | -$160K | 0.16% | 46 |
|
|
2020
Q4 | $370K | Sell |
12,265
-11,300
| -48% | -$341K | 0.2% | 41 |
|
|
2020
Q3 | $554K | Sell |
23,565
-78,865
| -77% | -$1.85M | 0.36% | 34 |
|
|
2020
Q2 | $2.62M | Buy |
+102,430
| New | +$2.62M | 1.91% | 32 |
|
|
2018
Q1 | – | Sell |
-3,485
| Closed | -$211K | – | 60 |
|
|
2017
Q4 | $211K | Buy |
+3,485
| New | +$211K | 0.14% | 56 |
|