Stratos Investment Management’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 | $3.94M | Buy |
49,145
+38,517
| +362% | +$3.09M | 0.18% | 95 |
|
|
2025
Q1 | $763K | Buy |
10,628
+962
| +10% | +$69.1K | 0.04% | 179 |
|
|
2024
Q4 | $679K | Buy |
9,666
+762
| +9% | +$53.5K | 0.04% | 152 |
|
|
2024
Q3 | $503K | Sell |
8,904
-487
| -5% | -$27.5K | 0.04% | 159 |
|
|
2024
Q2 | $558K | Buy |
9,391
+165
| +2% | +$9.8K | 0.05% | 138 |
|
|
2024
Q1 | $535K | Buy |
+9,226
| New | +$535K | 0.05% | 132 |
|
|
2020
Q3 | – | Sell |
-12,996
| Closed | -$333K | – | 112 |
|
|
2020
Q2 | $333K | Buy |
+12,996
| New | +$333K | 0.14% | 90 |
|
|
2019
Q2 | – | Sell |
-5,491
| Closed | -$265K | – | 76 |
|
|
2019
Q1 | $265K | Buy |
+5,491
| New | +$265K | 0.21% | 64 |
|