Sepio 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 | $781K | Sell |
9,743
-743
| -7% | -$59.5K | 0.06% | 179 |
|
|
2025
Q1 | $753K | Sell |
10,486
-807
| -7% | -$57.9K | 0.06% | 183 |
|
|
2024
Q4 | $793K | Sell |
11,293
-392
| -3% | -$27.5K | 0.06% | 184 |
|
|
2024
Q3 | $660K | Sell |
11,685
-540
| -4% | -$30.5K | 0.05% | 199 |
|
|
2024
Q2 | $726K | Sell |
12,225
-8,302
| -40% | -$493K | 0.07% | 185 |
|
|
2024
Q1 | $1.19M | Sell |
20,527
-845
| -4% | -$49K | 0.1% | 155 |
|
|
2023
Q4 | $1.05M | Buy |
21,372
+169
| +0.8% | +$8.32K | 0.09% | 155 |
|
|
2023
Q3 | $866K | Sell |
21,203
-13,563
| -39% | -$554K | 0.07% | 173 |
|
|
2023
Q2 | $1.48M | Sell |
34,766
-1,670
| -5% | -$71.3K | 0.12% | 165 |
|
|
2023
Q1 | $1.36M | Sell |
36,436
-3,418
| -9% | -$128K | 0.13% | 170 |
|
|
2022
Q4 | $1.65M | Buy |
39,854
+1,473
| +4% | +$60.8K | 0.14% | 156 |
|
|
2022
Q3 | $1.54M | Sell |
38,381
-55,347
| -59% | -$2.23M | 0.15% | 151 |
|
|
2022
Q2 | $3.67M | Buy |
93,728
+56,624
| +153% | +$2.22M | 0.37% | 86 |
|
|
2022
Q1 | $1.8M | Buy |
37,104
+204
| +0.6% | +$9.89K | 0.16% | 160 |
|
|
2021
Q4 | $1.77M | Sell |
36,900
-2,025
| -5% | -$97.1K | 0.13% | 186 |
|
|
2021
Q3 | $1.81M | Buy |
38,925
+1,873
| +5% | +$87K | 0.15% | 182 |
|
|
2021
Q2 | $1.68M | Buy |
37,052
+265
| +0.7% | +$12K | 0.14% | 185 |
|
|
2021
Q1 | $1.44M | Sell |
36,787
-10,167
| -22% | -$397K | 0.13% | 186 |
|
|
2020
Q4 | $1.42M | Buy |
46,954
+16,751
| +55% | +$506K | 0.12% | 177 |
|
|
2020
Q3 | $710K | Sell |
30,203
-111,643
| -79% | -$2.62M | 0.08% | 212 |
|
|
2020
Q2 | $3.63M | Sell |
141,846
-2,990
| -2% | -$76.5K | 0.43% | 64 |
|
|
2020
Q1 | $4.16M | Sell |
144,836
-729
| -0.5% | -$20.9K | 0.55% | 50 |
|
|
2019
Q4 | $7.83M | Buy |
145,565
+12
| +0% | +$646 | 0.74% | 32 |
|
|
2019
Q3 | $7.34M | Buy |
145,553
+21,800
| +18% | +$1.1M | 0.76% | 30 |
|
|
2019
Q2 | $5.86M | Buy |
123,753
+12,392
| +11% | +$586K | 0.79% | 32 |
|
|
2019
Q1 | $5.38M | Sell |
111,361
-152,022
| -58% | -$7.35M | 0.73% | 33 |
|
|
2018
Q4 | $12.1M | Buy |
+263,383
| New | +$12.1M | 0.88% | 21 |
|