Titleist Asset 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 | $474K | Sell |
5,916
-291
| -5% | -$23.3K | 0.05% | 205 |
|
|
2025
Q1 | $446K | Sell |
6,207
-563
| -8% | -$40.4K | 0.05% | 197 |
|
|
2024
Q4 | $476K | Sell |
6,770
-596
| -8% | -$41.9K | 0.05% | 196 |
|
|
2024
Q3 | $416K | Sell |
7,366
-654
| -8% | -$36.9K | 0.06% | 189 |
|
|
2024
Q2 | $476K | Buy |
8,020
+146
| +2% | +$8.67K | 0.07% | 167 |
|
|
2024
Q1 | $456K | Buy |
7,874
+3,319
| +73% | +$192K | 0.08% | 163 |
|
|
2023
Q4 | $224K | Sell |
4,555
-2,967
| -39% | -$146K | 0.04% | 202 |
|
|
2023
Q3 | $307K | Buy |
+7,522
| New | +$307K | 0.06% | 170 |
|
|
2023
Q2 | – | Sell |
-5,676
| Closed | -$212K | – | 238 |
|
|
2023
Q1 | $212K | Buy |
+5,676
| New | +$212K | 0.04% | 198 |
|