Syon Capital’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 | $2.06M | Buy |
25,711
+3,212
| +14% | +$257K | 0.14% | 106 |
|
|
2025
Q1 | $1.62M | Buy |
22,499
+3,446
| +18% | +$247K | 0.13% | 115 |
|
|
2024
Q4 | $1.34M | Buy |
19,053
+246
| +1% | +$17.3K | 0.12% | 124 |
|
|
2024
Q3 | $1.06M | Sell |
18,807
-514
| -3% | -$29K | 0.09% | 158 |
|
|
2024
Q2 | $1.15M | Buy |
19,321
+551
| +3% | +$32.7K | 0.11% | 137 |
|
|
2024
Q1 | $1.09M | Sell |
18,770
-17,260
| -48% | -$1M | 0.1% | 142 |
|
|
2023
Q4 | $1.77M | Buy |
36,030
+19,700
| +121% | +$970K | 0.07% | 166 |
|
|
2023
Q3 | $667K | Buy |
+16,330
| New | +$667K | 0.08% | 146 |
|