Sustainable Insight Capital 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 | $2.21M | Sell |
27,626
-40,678
| -60% | -$3.26M | 1% | 25 |
|
|
2025
Q1 | $4.9M | Sell |
68,304
-5,896
| -8% | -$423K | 2.44% | 14 |
|
|
2024
Q4 | $5.21M | Buy |
+74,200
| New | +$5.21M | 2.28% | 15 |
|
|
2022
Q3 | – | Sell |
-4,900
| Closed | -$213K | – | 130 |
|
|
2022
Q2 | $213K | Buy |
4,900
+200
| +4% | +$8.69K | 0.21% | 111 |
|
|
2022
Q1 | $228K | Buy |
+4,700
| New | +$228K | 0.16% | 107 |
|
|
2021
Q4 | – | Sell |
-5,342
| Closed | -$248K | – | 138 |
|
|
2021
Q3 | $248K | Buy |
5,342
+185
| +4% | +$8.59K | 0.16% | 93 |
|
|
2021
Q2 | $234K | Sell |
5,157
-1,043
| -17% | -$47.3K | 0.14% | 109 |
|
|
2021
Q1 | $242K | Buy |
+6,200
| New | +$242K | 0.16% | 96 |
|