Rovin Capital’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 | $261K | Buy |
3,254
+6
| +0.2% | +$481 | 0.08% | 172 |
|
|
2025
Q1 | $233K | Hold |
3,248
| – | – | 0.08% | 171 |
|
|
2024
Q4 | $228K | Buy |
+3,248
| New | +$228K | 0.08% | 154 |
|
|
2024
Q3 | – | Sell |
-9,292
| Closed | -$552K | – | 184 |
|
|
2024
Q2 | $552K | Sell |
9,292
-5,718
| -38% | -$340K | 0.23% | 88 |
|
|
2024
Q1 | $870K | Sell |
15,010
-762
| -5% | -$44.2K | 0.36% | 52 |
|
|
2023
Q4 | $776K | Buy |
15,772
+2,935
| +23% | +$144K | 0.35% | 49 |
|
|
2023
Q3 | $524K | Buy |
12,837
+24
| +0.2% | +$980 | 0.24% | 58 |
|
|
2023
Q2 | $547K | Buy |
12,813
+37
| +0.3% | +$1.58K | 0.24% | 63 |
|
|
2023
Q1 | $478K | Sell |
12,776
-746
| -6% | -$27.9K | 0.23% | 70 |
|
|
2022
Q4 | $558K | Sell |
13,522
-111
| -0.8% | -$4.58K | 0.28% | 60 |
|
|
2022
Q3 | $548K | Sell |
13,633
-388
| -3% | -$15.6K | 0.31% | 50 |
|
|
2022
Q2 | $549K | Buy |
14,021
+408
| +3% | +$16K | 0.37% | 53 |
|
|
2022
Q1 | $660K | Sell |
13,613
-1,977
| -13% | -$95.9K | 0.35% | 41 |
|
|
2021
Q4 | $748K | Buy |
+15,590
| New | +$748K | 0.36% | 38 |
|