Siemens Fonds Invest’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 | $8.05M | Buy |
100,454
+5,151
| +5% | +$413K | 0.47% | 37 |
|
|
2025
Q1 | $6.84M | Buy |
95,303
+246
| +0.3% | +$17.7K | 0.47% | 42 |
|
|
2024
Q4 | $6.69M | Buy |
95,057
+3,010
| +3% | +$212K | 0.45% | 44 |
|
|
2024
Q3 | $5.2M | Sell |
92,047
-1,150
| -1% | -$65K | 0.41% | 52 |
|
|
2024
Q2 | $5.53M | Sell |
93,197
-165
| -0.2% | -$9.8K | 0.41% | 56 |
|
|
2024
Q1 | $5.41M | Sell |
93,362
-4,881
| -5% | -$283K | 0.42% | 57 |
|
|
2023
Q4 | $4.84M | Buy |
98,243
+42,931
| +78% | +$2.11M | 0.4% | 65 |
|
|
2023
Q3 | $2.26M | Buy |
55,312
+21,049
| +61% | +$860K | 0.23% | 120 |
|
|
2023
Q2 | $1.46M | Sell |
34,263
-124
| -0.4% | -$5.27K | 0.14% | 156 |
|
|
2023
Q1 | $1.29M | Sell |
34,387
-4,881
| -12% | -$182K | 0.13% | 161 |
|
|
2022
Q4 | $1.62M | Buy |
39,268
+2,595
| +7% | +$107K | 0.16% | 146 |
|
|
2022
Q3 | $1.48M | Sell |
36,673
-2,184
| -6% | -$87.8K | 0.17% | 149 |
|
|
2022
Q2 | $1.52M | Sell |
38,857
-2,029
| -5% | -$79.5K | 0.16% | 150 |
|
|
2022
Q1 | $1.98M | Sell |
40,886
-42,573
| -51% | -$2.06M | 0.16% | 139 |
|
|
2021
Q4 | $4.01M | Sell |
83,459
-896
| -1% | -$43.1K | 0.27% | 85 |
|
|
2021
Q3 | $3.92M | Buy |
84,355
+4,778
| +6% | +$222K | 0.26% | 80 |
|
|
2021
Q2 | $3.6M | Sell |
79,577
-15,411
| -16% | -$698K | 0.43% | 74 |
|
|
2021
Q1 | $3.71M | Sell |
94,988
-3,326
| -3% | -$130K | 0.36% | 89 |
|
|
2020
Q4 | $2.93M | Buy |
+98,314
| New | +$2.93M | 0.3% | 103 |
|