Sage Rhino 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 | $1.7M | Buy |
21,215
+1,696
| +9% | +$136K | 0.36% | 58 |
|
|
2025
Q1 | $1.4M | Sell |
19,519
-350
| -2% | -$25.1K | 0.33% | 61 |
|
|
2024
Q4 | $1.4M | Sell |
19,869
-369
| -2% | -$25.9K | 0.3% | 65 |
|
|
2024
Q3 | $1.14M | Buy |
20,238
+36
| +0.2% | +$2.03K | 0.25% | 79 |
|
|
2024
Q2 | $1.2M | Buy |
20,202
+263
| +1% | +$15.6K | 0.29% | 74 |
|
|
2024
Q1 | $1.16M | Sell |
19,939
-381
| -2% | -$22.1K | 0.27% | 74 |
|
|
2023
Q4 | $1M | Sell |
20,320
-1
| -0% | -$49 | 0.26% | 79 |
|
|
2023
Q3 | $830K | Sell |
20,321
-173
| -0.8% | -$7.07K | 0.23% | 82 |
|
|
2023
Q2 | $875K | Sell |
20,494
-1,813
| -8% | -$77.4K | 0.24% | 82 |
|
|
2023
Q1 | $834K | Buy |
22,307
+1,634
| +8% | +$61.1K | 0.24% | 80 |
|
|
2022
Q4 | $854K | Buy |
20,673
+230
| +1% | +$9.5K | 0.27% | 74 |
|
|
2022
Q3 | $822K | Buy |
20,443
+542
| +3% | +$21.8K | 0.33% | 54 |
|
|
2022
Q2 | $780K | Sell |
19,901
-1,812
| -8% | -$71K | 0.3% | 55 |
|
|
2022
Q1 | $1.05M | Sell |
21,713
-1,236
| -5% | -$59.9K | 0.32% | 56 |
|
|
2021
Q4 | $1.1M | Sell |
22,949
-539
| -2% | -$25.9K | 0.31% | 56 |
|
|
2021
Q3 | $1.09M | Buy |
23,488
+545
| +2% | +$25.3K | 0.33% | 57 |
|
|
2021
Q2 | $1.04M | Buy |
22,943
+1,166
| +5% | +$52.8K | 0.31% | 55 |
|
|
2021
Q1 | $851K | Buy |
21,777
+106
| +0.5% | +$4.14K | 0.28% | 61 |
|
|
2020
Q4 | $654K | Sell |
21,671
-2,475
| -10% | -$74.7K | 0.26% | 72 |
|
|
2020
Q3 | $568K | Sell |
24,146
-24,244
| -50% | -$570K | 0.27% | 73 |
|
|
2020
Q2 | $1.24M | Buy |
48,390
+7,263
| +18% | +$186K | 0.65% | 30 |
|
|
2020
Q1 | $1.18M | Buy |
41,127
+6,688
| +19% | +$192K | 0.85% | 25 |
|
|
2019
Q4 | $1.81M | Buy |
34,439
+11,483
| +50% | +$603K | 1.03% | 20 |
|
|
2019
Q3 | $1.16M | Sell |
22,956
-1,777
| -7% | -$89.6K | 0.73% | 33 |
|
|
2019
Q2 | $1.17M | Sell |
24,733
-2,463
| -9% | -$117K | 0.75% | 31 |
|
|
2019
Q1 | $1.31M | Buy |
+27,196
| New | +$1.31M | 0.87% | 27 |
|