Strategy Asset Managers’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
+4,498
| New | +$360K | 0.07% | 176 |
|
|
2025
Q1 | – | Sell |
-12,203
| Closed | -$857K | – | 270 |
|
|
2024
Q4 | $857K | Sell |
12,203
-28
| -0.2% | -$1.97K | 0.17% | 96 |
|
|
2024
Q3 | $691K | Buy |
+12,231
| New | +$691K | 0.13% | 122 |
|
|
2019
Q2 | – | Sell |
-1,917
| Closed | -$93K | – | 200 |
|
|
2019
Q1 | $93K | Buy |
+1,917
| New | +$93K | 0.02% | 135 |
|