Symmetry Investments’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 | $51.4M | Buy |
641,322
+522,631
| +440% | +$41.9M | 3.55% | 3 |
|
|
2025
Q1 | $8.52M | Sell |
118,691
-325,493
| -73% | -$23.4M | 0.59% | 16 |
|
|
2024
Q4 | $31.2M | Buy |
+444,184
| New | +$31.2M | 1.62% | 7 |
|
|
2024
Q3 | – | Sell |
-97,660
| Closed | -$5.8M | – | 191 |
|
|
2024
Q2 | $5.8M | Buy |
+97,660
| New | +$5.8M | 0.65% | 30 |
|
|
2024
Q1 | – | Sell |
-10,516
| Closed | -$518K | – | 229 |
|
|
2023
Q4 | $518K | Sell |
10,516
-20,465
| -66% | -$1.01M | 0.04% | 122 |
|
|
2023
Q3 | $1.27M | Buy |
+30,981
| New | +$1.27M | 0.26% | 67 |
|
|
2021
Q3 | – | Sell |
-74,579
| Closed | -$3.38M | – | 133 |
|
|
2021
Q2 | $3.38M | Buy |
+74,579
| New | +$3.38M | 0.96% | 29 |
|