Sentry LLC’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 | $1.45M | Sell |
18,137
-278
| -2% | -$22.3K | 0.29% | 31 |
|
|
2025
Q1 | $1.32M | Sell |
18,415
-107
| -0.6% | -$7.68K | 0.26% | 32 |
|
|
2024
Q4 | $1.3M | Sell |
18,522
-108
| -0.6% | -$7.59K | 0.25% | 30 |
|
|
2024
Q3 | $1.05M | Sell |
18,630
-60
| -0.3% | -$3.39K | 0.2% | 41 |
|
|
2024
Q2 | $1.11M | Sell |
18,690
-94
| -0.5% | -$5.58K | 0.2% | 32 |
|
|
2024
Q1 | $1.09M | Hold |
18,784
| – | – | 0.21% | 37 |
|
|
2023
Q4 | $925K | Sell |
18,784
-200
| -1% | -$9.84K | 0.2% | 41 |
|
|
2023
Q3 | $776K | Sell |
18,984
-450
| -2% | -$18.4K | 0.16% | 45 |
|
|
2023
Q2 | $829K | Sell |
19,434
-250
| -1% | -$10.7K | 0.18% | 46 |
|
|
2023
Q1 | $736K | Buy |
+19,684
| New | +$736K | 0.17% | 49 |
|