Sivia 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 | $671K | Sell |
8,373
-28
| -0.3% | -$2.24K | 0.2% | 78 |
|
|
2025
Q1 | $603K | Buy |
8,401
+475
| +6% | +$34.1K | 0.28% | 52 |
|
|
2024
Q4 | $557K | Sell |
7,926
-51
| -0.6% | -$3.58K | 0.28% | 46 |
|
|
2024
Q3 | $451K | Buy |
7,977
+3
| +0% | +$169 | 0.27% | 64 |
|
|
2024
Q2 | $474K | Sell |
7,974
-2,330
| -23% | -$138K | 0.32% | 51 |
|
|
2024
Q1 | $597K | Sell |
10,304
-182
| -2% | -$10.5K | 0.41% | 39 |
|
|
2023
Q4 | $516K | Buy |
+10,486
| New | +$516K | 0.39% | 44 |
|