Syverson Strege & Co’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 | $1.34M | Buy |
16,714
+13,786
| +471% | +$1.1M | 0.32% | 34 |
|
|
2025
Q1 | $210K | Sell |
2,928
-20
| -0.7% | -$1.44K | 0.07% | 76 |
|
|
2024
Q4 | $207K | Buy |
+2,948
| New | +$207K | 0.07% | 76 |
|
|
2024
Q2 | – | Sell |
-4,133
| Closed | -$240K | – | 79 |
|
|
2024
Q1 | $240K | Sell |
4,133
-1,794
| -30% | -$104K | 0.09% | 62 |
|
|
2023
Q4 | $292K | Sell |
5,927
-2,158
| -27% | -$106K | 0.11% | 54 |
|
|
2023
Q3 | $330K | Sell |
8,085
-1,423
| -15% | -$58.1K | 0.15% | 46 |
|
|
2023
Q2 | $406K | Buy |
9,508
+3,410
| +56% | +$146K | 0.17% | 43 |
|
|
2023
Q1 | $228K | Buy |
6,098
+366
| +6% | +$13.7K | 0.1% | 56 |
|
|
2022
Q4 | $237K | Buy |
5,732
+2
| +0% | +$83 | 0.11% | 58 |
|
|
2022
Q3 | $230K | Sell |
5,730
-508
| -8% | -$20.4K | 0.12% | 62 |
|
|
2022
Q2 | $244K | Buy |
6,238
+359
| +6% | +$14K | 0.09% | 63 |
|
|
2022
Q1 | $285K | Buy |
5,879
+2,122
| +56% | +$103K | 0.31% | 50 |
|
|
2021
Q4 | $180K | Sell |
3,757
-206
| -5% | -$9.87K | 0.13% | 71 |
|
|
2021
Q3 | $184K | Buy |
3,963
+579
| +17% | +$26.9K | 0.15% | 64 |
|
|
2021
Q2 | $153K | Hold |
3,384
| – | – | 0.14% | 72 |
|
|
2021
Q1 | $132K | Sell |
3,384
-500
| -13% | -$19.5K | 0.14% | 77 |
|
|
2020
Q4 | $117K | Buy |
+3,884
| New | +$117K | 0.11% | 76 |
|