Strategic Global Advisors’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 | $5.84M | Buy |
72,909
+4,302
| +6% | +$345K | 0.95% | 36 |
|
|
2025
Q1 | $4.93M | Buy |
+68,607
| New | +$4.93M | 0.97% | 36 |
|
|
2017
Q2 | – | Sell |
-5,174
| Closed | -$288K | – | 178 |
|
|
2017
Q1 | $288K | Hold |
5,174
| – | – | 0.1% | 144 |
|
|
2016
Q4 | $285K | Sell |
5,174
-16,040
| -76% | -$884K | 0.11% | 133 |
|
|
2016
Q3 | $1M | Hold |
21,214
| – | – | 0.37% | 77 |
|
|
2016
Q2 | $1M | Sell |
21,214
-3,920
| -16% | -$186K | 0.38% | 76 |
|
|
2016
Q1 | $1.22M | Sell |
25,134
-5,570
| -18% | -$269K | 0.52% | 64 |
|
|
2015
Q4 | $1.67M | Buy |
30,704
+1,625
| +6% | +$88.3K | 0.71% | 45 |
|
|
2015
Q3 | $1.49M | Buy |
29,079
+12,325
| +74% | +$633K | 0.71% | 51 |
|
|
2015
Q2 | $942K | Buy |
16,754
+1,610
| +11% | +$90.5K | 0.55% | 43 |
|
|
2015
Q1 | $824K | Sell |
15,144
-10,744
| -42% | -$585K | 0.61% | 43 |
|
|
2014
Q4 | $1.42M | Buy |
+25,888
| New | +$1.42M | 1.26% | 14 |
|