Thoroughbred Financial Services’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 | $2.48M | Sell |
30,907
-26,223
| -46% | -$2.1M | 0.17% | 126 |
|
|
2025
Q1 | $4.1M | Buy |
57,130
+1,753
| +3% | +$126K | 0.26% | 83 |
|
|
2024
Q4 | $3.89M | Buy |
55,377
+5,704
| +11% | +$401K | 0.24% | 79 |
|
|
2024
Q3 | $2.81M | Buy |
49,673
+2,337
| +5% | +$132K | 0.18% | 111 |
|
|
2024
Q2 | $2.81M | Buy |
47,336
+20,698
| +78% | +$1.23M | 0.19% | 105 |
|
|
2024
Q1 | $1.54M | Sell |
26,638
-14,627
| -35% | -$847K | 0.15% | 141 |
|
|
2023
Q4 | $2.03M | Buy |
41,265
+3,623
| +10% | +$178K | 0.16% | 131 |
|
|
2023
Q3 | $1.54M | Buy |
37,642
+16,889
| +81% | +$690K | 0.15% | 149 |
|
|
2023
Q2 | $885K | Buy |
20,753
+1,651
| +9% | +$70.4K | 0.12% | 182 |
|
|
2023
Q1 | $714K | Buy |
19,102
+3,894
| +26% | +$146K | 0.11% | 195 |
|
|
2022
Q4 | $627K | Buy |
15,208
+6,848
| +82% | +$282K | 0.1% | 207 |
|
|
2022
Q3 | $336K | Buy |
+8,360
| New | +$336K | 0.06% | 256 |
|
|
2020
Q2 | – | Sell |
-29,866
| Closed | -$857K | – | 259 |
|
|
2020
Q1 | $857K | Sell |
29,866
-8,766
| -23% | -$252K | 0.31% | 99 |
|
|
2019
Q4 | $2.08M | Sell |
38,632
-744
| -2% | -$40K | 0.69% | 38 |
|
|
2019
Q3 | $1.99M | Buy |
39,376
+399
| +1% | +$20.1K | 0.75% | 35 |
|
|
2019
Q2 | $1.84M | Buy |
38,977
+546
| +1% | +$25.8K | 0.7% | 37 |
|
|
2019
Q1 | $1.86M | Buy |
38,431
+504
| +1% | +$24.4K | 0.77% | 37 |
|
|
2018
Q4 | $1.75M | Buy |
+37,927
| New | +$1.75M | 0.86% | 36 |
|