SIM
Studio Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
12,562
-122
| -1% | -$9.78K | 0.2% | 76 |
|
|
2025
Q1 | $911K | Sell |
12,684
-3,144
| -20% | -$226K | 0.19% | 78 |
|
|
2024
Q4 | $1.11M | Buy |
15,828
+83
| +0.5% | +$5.83K | 0.24% | 71 |
|
|
2024
Q3 | $889K | Sell |
15,745
-915
| -5% | -$51.7K | 0.19% | 84 |
|
|
2024
Q2 | $989K | Buy |
16,660
+575
| +4% | +$34.1K | 0.23% | 78 |
|
|
2024
Q1 | $932K | Sell |
16,085
-1,229
| -7% | -$71.2K | 0.22% | 74 |
|
|
2023
Q4 | $852K | Buy |
17,314
+7,068
| +69% | +$348K | 0.22% | 73 |
|
|
2023
Q3 | $419K | Buy |
10,246
+4,920
| +92% | +$201K | 0.12% | 95 |
|
|
2023
Q2 | $227K | Buy |
5,326
+2,934
| +123% | +$125K | 0.06% | 124 |
|
|
2023
Q1 | $89.4K | Buy |
2,392
+1,709
| +250% | +$63.9K | 0.03% | 131 |
|
|
2022
Q4 | $28.2K | Buy |
+683
| New | +$28.2K | 0.01% | 145 |
|