Stonegate Investment Group’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 | $3.81M | Buy |
47,512
+1,416
| +3% | +$113K | 0.1% | 87 |
|
|
2025
Q1 | $3.31M | Buy |
46,096
+60
| +0.1% | +$4.31K | 0.09% | 88 |
|
|
2024
Q4 | $3.23M | Buy |
46,036
+603
| +1% | +$42.4K | 0.09% | 89 |
|
|
2024
Q3 | $2.57M | Buy |
45,433
+2,954
| +7% | +$167K | 0.07% | 105 |
|
|
2024
Q2 | $2.52M | Buy |
42,479
+3,554
| +9% | +$211K | 0.07% | 103 |
|
|
2024
Q1 | $2.26M | Buy |
38,925
+1,911
| +5% | +$111K | 0.07% | 109 |
|
|
2023
Q4 | $1.82M | Sell |
37,014
-1,753
| -5% | -$86.3K | 0.06% | 120 |
|
|
2023
Q3 | $1.58M | Buy |
38,767
+116
| +0.3% | +$4.74K | 0.06% | 125 |
|
|
2023
Q2 | $1.65M | Sell |
38,651
-2,231
| -5% | -$95.2K | 0.06% | 128 |
|
|
2023
Q1 | $1.53M | Sell |
40,882
-1,013
| -2% | -$37.9K | 0.06% | 123 |
|
|
2022
Q4 | $1.73M | Sell |
41,895
-2,743
| -6% | -$113K | 0.07% | 106 |
|
|
2022
Q3 | $1.8M | Buy |
44,638
+1,019
| +2% | +$41K | 0.08% | 109 |
|
|
2022
Q2 | $1.71M | Buy |
43,619
+13,744
| +46% | +$538K | 0.07% | 114 |
|
|
2022
Q1 | $1.45M | Buy |
29,875
+45
| +0.2% | +$2.18K | 0.05% | 112 |
|
|
2021
Q4 | $1.43M | Buy |
+29,830
| New | +$1.43M | 0.06% | 115 |
|