SA
Sicart Associates’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.98M | Buy |
112,102
+52
| +0% | +$4.17K | 3.14% | 10 |
|
|
2025
Q1 | $8.04M | Sell |
112,050
-1,975
| -2% | -$142K | 2.78% | 13 |
|
|
2024
Q4 | $8.01M | Sell |
114,025
-4,300
| -4% | -$302K | 2.86% | 12 |
|
|
2024
Q3 | $6.68M | Sell |
118,325
-2,500
| -2% | -$141K | 2.35% | 20 |
|
|
2024
Q2 | $7.18M | Sell |
120,825
-3,450
| -3% | -$205K | 2.75% | 13 |
|
|
2024
Q1 | $7.2M | Sell |
124,275
-1,500
| -1% | -$86.9K | 2.64% | 16 |
|
|
2023
Q4 | $6.19M | Sell |
125,775
-1,320
| -1% | -$65K | 2.37% | 16 |
|
|
2023
Q3 | $5.19M | Sell |
127,095
-1,033
| -0.8% | -$42.2K | 2.04% | 18 |
|
|
2023
Q2 | $5.47M | Sell |
128,128
-680
| -0.5% | -$29K | 2.12% | 17 |
|
|
2023
Q1 | $4.81M | Sell |
128,808
-19,610
| -13% | -$733K | 1.87% | 19 |
|
|
2022
Q4 | $6.13M | Sell |
148,418
-1,554
| -1% | -$64.2K | 2.16% | 17 |
|
|
2022
Q3 | $6.03M | Sell |
149,972
-19,990
| -12% | -$804K | 2.14% | 21 |
|
|
2022
Q2 | $6.66M | Buy |
169,962
+3,795
| +2% | +$149K | 2.07% | 20 |
|
|
2022
Q1 | $8.05M | Sell |
166,167
-9,720
| -6% | -$471K | 2.08% | 20 |
|
|
2021
Q4 | $8.46M | Sell |
175,887
-2,970
| -2% | -$143K | 2.21% | 17 |
|
|
2021
Q3 | $8.3M | Sell |
178,857
-6,280
| -3% | -$291K | 2.26% | 18 |
|
|
2021
Q2 | $8.39M | Sell |
185,137
-5,850
| -3% | -$265K | 2% | 19 |
|
|
2021
Q1 | $7.46M | Sell |
190,987
-9,910
| -5% | -$387K | 1.97% | 18 |
|
|
2020
Q4 | $6.06M | Buy |
200,897
+17,214
| +9% | +$520K | 1.5% | 23 |
|
|
2020
Q3 | $4.32M | Buy |
183,683
+11,293
| +7% | +$265K | 1.29% | 25 |
|
|
2020
Q2 | $4.41M | Buy |
+172,390
| New | +$4.41M | 1.41% | 19 |
|