SCM
Sirios Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.1M | Buy |
400,842
+89,273
| +29% | +$7.15M | 4.66% | 4 |
|
|
2025
Q1 | $22.4M | Buy |
311,569
+183,250
| +143% | +$13.2M | 3.99% | 6 |
|
|
2024
Q4 | $9.01M | Sell |
128,319
-74,647
| -37% | -$5.24M | 1.62% | 22 |
|
|
2024
Q3 | $11.5M | Buy |
202,966
+77,151
| +61% | +$4.36M | 2.03% | 18 |
|
|
2024
Q2 | $7.47M | Sell |
125,815
-1,693
| -1% | -$101K | 1.3% | 31 |
|
|
2024
Q1 | $7.39M | Sell |
127,508
-65,341
| -34% | -$3.79M | 1.39% | 32 |
|
|
2023
Q4 | $9.49M | Sell |
192,849
-124,116
| -39% | -$6.11M | 1.94% | 22 |
|
|
2023
Q3 | $13M | Sell |
316,965
-21,707
| -6% | -$887K | 2.45% | 14 |
|
|
2023
Q2 | $14.5M | Sell |
338,672
-163,522
| -33% | -$6.98M | 2.5% | 14 |
|
|
2023
Q1 | $18.8M | Sell |
502,194
-285,797
| -36% | -$10.7M | 3.31% | 6 |
|
|
2022
Q4 | $32.5M | Sell |
787,991
-117,171
| -13% | -$4.84M | 5.99% | 4 |
|
|
2022
Q3 | $36.4M | Sell |
905,162
-51,452
| -5% | -$2.07M | 6.74% | 1 |
|
|
2022
Q2 | $37.5M | Buy |
956,614
+128,366
| +15% | +$5.03M | 6.77% | 2 |
|
|
2022
Q1 | $40.1M | Sell |
828,248
-100,497
| -11% | -$4.87M | 5.34% | 3 |
|
|
2021
Q4 | $44.6M | Sell |
928,745
-85,239
| -8% | -$4.09M | 5.1% | 4 |
|
|
2021
Q3 | $47.1M | Sell |
1,013,984
-51,648
| -5% | -$2.4M | 4.92% | 3 |
|
|
2021
Q2 | $48.3M | Buy |
1,065,632
+37,339
| +4% | +$1.69M | 4.2% | 4 |
|
|
2021
Q1 | $40.2M | Buy |
+1,028,293
| New | +$40.2M | 3.39% | 6 |
|