Sendero Wealth 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 | $1.18M | Sell |
14,730
-1,279
| -8% | -$102K | 0.15% | 85 |
|
|
2025
Q1 | $1.15M | Sell |
16,009
-4,508
| -22% | -$324K | 0.16% | 80 |
|
|
2024
Q4 | $1.44M | Sell |
20,517
-1,168
| -5% | -$82K | 0.21% | 71 |
|
|
2024
Q3 | $1.22M | Buy |
21,685
+866
| +4% | +$48.9K | 0.19% | 68 |
|
|
2024
Q2 | $1.24M | Sell |
20,819
-9,286
| -31% | -$551K | 0.21% | 66 |
|
|
2024
Q1 | $1.74M | Sell |
30,105
-62,649
| -68% | -$3.63M | 0.3% | 57 |
|
|
2023
Q4 | $4.57M | Buy |
92,754
+54,932
| +145% | +$2.7M | 0.86% | 25 |
|
|
2023
Q3 | $1.55M | Buy |
37,822
+387
| +1% | +$15.8K | 0.33% | 59 |
|
|
2023
Q2 | $1.6M | Buy |
37,435
+3,158
| +9% | +$135K | 0.35% | 58 |
|
|
2023
Q1 | $1.28M | Sell |
34,277
-3,910
| -10% | -$146K | 0.39% | 55 |
|
|
2022
Q4 | $1.58M | Buy |
38,187
+8,776
| +30% | +$362K | 0.56% | 35 |
|
|
2022
Q3 | $1.18M | Sell |
29,411
-1,163
| -4% | -$46.8K | 0.49% | 34 |
|
|
2022
Q2 | $1.2M | Buy |
30,574
+9,804
| +47% | +$384K | 1.15% | 25 |
|
|
2022
Q1 | $1.01M | Sell |
20,770
-2,343
| -10% | -$113K | 0.46% | 29 |
|
|
2021
Q4 | $1.11M | Buy |
+23,113
| New | +$1.11M | 0.49% | 32 |
|