Silicon Valley Capital Partners’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 | $93.6K | Sell |
1,169
-1,502
| -56% | -$120K | 0.01% | 104 |
|
|
2025
Q1 | $189K | Buy |
2,671
+1,512
| +130% | +$107K | 0.02% | 79 |
|
|
2024
Q4 | $81.4K | Buy |
1,159
+59
| +5% | +$4.14K | 0.01% | 110 |
|
|
2024
Q3 | $62.1K | Buy |
1,100
+6
| +0.5% | +$339 | 0.01% | 120 |
|
|
2024
Q2 | $65K | Buy |
1,094
+6
| +0.6% | +$356 | 0.01% | 110 |
|
|
2024
Q1 | $63.1K | Buy |
1,088
+436
| +67% | +$25.3K | 0.01% | 101 |
|
|
2023
Q4 | $32.1K | Buy |
652
+4
| +0.6% | +$197 | 0.01% | 134 |
|
|
2023
Q3 | $26.5K | Buy |
648
+4
| +0.6% | +$163 | 0.01% | 128 |
|
|
2023
Q2 | $27.5K | Sell |
644
-2,729
| -81% | -$117K | 0.01% | 129 |
|
|
2023
Q1 | $126K | Buy |
3,373
+2,734
| +428% | +$102K | 0.03% | 79 |
|
|
2022
Q4 | $26.4K | Buy |
+639
| New | +$26.4K | 0.01% | 120 |
|
|
2022
Q2 | – | Sell |
-7,444
| Closed | -$361K | – | 77 |
|
|
2022
Q1 | $361K | Sell |
7,444
-1,942
| -21% | -$94.2K | 0.06% | 51 |
|
|
2021
Q4 | $450K | Buy |
9,386
+37
| +0.4% | +$1.77K | 0.07% | 48 |
|
|
2021
Q3 | $434K | Buy |
9,349
+37
| +0.4% | +$1.72K | 0.08% | 47 |
|
|
2021
Q2 | $422K | Buy |
9,312
+2,211
| +31% | +$100K | 0.08% | 40 |
|
|
2021
Q1 | $277K | Sell |
7,101
-8,271
| -54% | -$323K | 0.06% | 55 |
|
|
2020
Q4 | $464K | Sell |
15,372
-10,533
| -41% | -$318K | 0.1% | 40 |
|
|
2020
Q3 | $609K | Sell |
25,905
-42,204
| -62% | -$992K | 0.15% | 36 |
|
|
2020
Q2 | $1.74M | Buy |
+68,109
| New | +$1.74M | 0.54% | 13 |
|