River Global Investors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $861K | Sell |
12,253
-26,862
| -69% | -$1.89M | 0.17% | 111 |
|
2024
Q3 | $2.21M | Sell |
39,115
-960
| -2% | -$54.2K | 0.48% | 56 |
|
2024
Q2 | $2.38M | Sell |
40,075
-986
| -2% | -$58.6K | 0.65% | 41 |
|
2024
Q1 | $2.38M | Sell |
41,061
-37,272
| -48% | -$2.16M | 0.6% | 44 |
|
2023
Q4 | $3.86M | Sell |
78,333
-4,233
| -5% | -$208K | 0.73% | 39 |
|
2023
Q3 | $3.37M | Sell |
82,566
-29,483
| -26% | -$1.2M | 0.79% | 32 |
|
2023
Q2 | $4.78M | Sell |
112,049
-11,850
| -10% | -$506K | 0.95% | 23 |
|
2023
Q1 | $4.63M | Sell |
123,899
-5,010
| -4% | -$187K | 0.95% | 25 |
|
2022
Q4 | $5.32M | Buy |
128,909
+8,348
| +7% | +$345K | 1.14% | 22 |
|
2022
Q3 | $4.85M | Buy |
120,561
+1,490
| +1% | +$60K | 0.93% | 32 |
|
2022
Q2 | $4.66M | Sell |
119,071
-18,759
| -14% | -$735K | 0.83% | 40 |
|
2022
Q1 | $6.68M | Sell |
137,830
-11,138
| -7% | -$540K | 0.88% | 34 |
|
2021
Q4 | $7.14M | Sell |
148,968
-870
| -0.6% | -$41.7K | 0.56% | 41 |
|
2021
Q3 | $6.95M | Sell |
149,838
-41,100
| -22% | -$1.91M | 0.54% | 46 |
|
2021
Q2 | $8.65M | Sell |
190,938
-7,850
| -4% | -$355K | 0.56% | 55 |
|
2021
Q1 | $7.77M | Buy |
198,788
+13,471
| +7% | +$526K | 0.47% | 65 |
|
2020
Q4 | $5.59M | Sell |
185,317
-228,586
| -55% | -$6.9M | 0.32% | 77 |
|
2020
Q3 | $9.73M | Buy |
413,903
+45,514
| +12% | +$1.07M | 0.72% | 27 |
|
2020
Q2 | $9.42M | Buy |
368,389
+33,437
| +10% | +$855K | 0.69% | 25 |
|
2020
Q1 | $9.61M | Sell |
334,952
-131,968
| -28% | -$3.79M | 0.88% | 22 |
|
2019
Q4 | $25.1M | Buy |
466,920
+54,377
| +13% | +$2.92M | 1.39% | 11 |
|
2019
Q3 | $20.8M | Buy |
412,543
+31,550
| +8% | +$1.59M | 1.46% | 9 |
|
2019
Q2 | $18M | Buy |
380,993
+3,400
| +0.9% | +$161K | 1.26% | 11 |
|
2019
Q1 | $18.2M | Buy |
377,593
+11,300
| +3% | +$546K | 1.27% | 11 |
|
2018
Q4 | $16.9M | Buy |
366,293
+104,751
| +40% | +$4.83M | 1.46% | 6 |
|
2018
Q3 | $13.7M | Buy |
261,542
+14,097
| +6% | +$741K | 1.25% | 11 |
|
2018
Q2 | $13.7M | Sell |
247,445
-246,623
| -50% | -$13.7M | 1.42% | 9 |
|
2018
Q1 | $25.9M | Sell |
494,068
-61,587
| -11% | -$3.23M | 3.02% | 4 |
|
2017
Q4 | $33.8M | Buy |
555,655
+69,020
| +14% | +$4.19M | 3.78% | 3 |
|
2017
Q3 | $26.8M | Buy |
486,635
+75,500
| +18% | +$4.16M | 3.98% | 5 |
|
2017
Q2 | $22.8M | Buy |
411,135
+217,435
| +112% | +$12.1M | 4.23% | 3 |
|
2017
Q1 | $10.8M | Buy |
193,700
+62,000
| +47% | +$3.45M | 2.41% | 6 |
|
2016
Q4 | $7.26M | Buy |
131,700
+19,000
| +17% | +$1.05M | 2.05% | 8 |
|
2016
Q3 | $4.99M | Buy |
112,700
+15,494
| +16% | +$686K | 1.59% | 11 |
|
2016
Q2 | $4.6M | Buy |
97,206
+44,100
| +83% | +$2.09M | 1.99% | 11 |
|
2016
Q1 | $2.57M | Sell |
53,106
-9,219
| -15% | -$446K | 1.65% | 13 |
|
2015
Q4 | $3.39M | Buy |
+62,325
| New | +$3.39M | 2.3% | 8 |
|
2015
Q2 | $5.22M | Sell |
9,275
-200
| -2% | -$113K | 6.63% | 2 |
|
2015
Q1 | $516K | Buy |
9,475
+7,670
| +425% | +$418K | 0.2% | 56 |
|
2014
Q4 | $98K | Buy |
+1,805
| New | +$98K | 0.02% | 66 |
|
2014
Q2 | – | Sell |
-19,100
| Closed | -$950K | – | 69 |
|
2014
Q1 | $950K | Sell |
19,100
-2,000
| -9% | -$99.5K | 0.22% | 56 |
|
2013
Q4 | $957K | Sell |
21,100
-2,400
| -10% | -$109K | 0.24% | 45 |
|
2013
Q3 | $971K | Sell |
23,500
-20,543
| -47% | -$849K | 0.22% | 43 |
|
2013
Q2 | $1.82M | Buy |
+44,043
| New | +$1.82M | 0.29% | 33 |
|