TOBAM’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 | $65K | Sell |
817
-2,689
| -77% | -$214K | 0.03% | 162 |
|
|
2025
Q1 | $252K | Sell |
3,506
-6,703
| -66% | -$482K | 0.11% | 113 |
|
|
2024
Q4 | $717K | Sell |
10,209
-2,877
| -22% | -$202K | 0.22% | 89 |
|
|
2024
Q3 | $739K | Buy |
13,086
+1,584
| +14% | +$89.5K | 0.13% | 104 |
|
|
2024
Q2 | $683K | Sell |
11,502
-4,168
| -27% | -$248K | 0.11% | 108 |
|
|
2024
Q1 | $908K | Sell |
15,670
-677
| -4% | -$39.2K | 0.08% | 102 |
|
|
2023
Q4 | $805K | Sell |
16,347
-1,653
| -9% | -$81.4K | 0.07% | 96 |
|
|
2023
Q3 | $735K | Sell |
18,000
-3,048
| -14% | -$124K | 0.06% | 116 |
|
|
2023
Q2 | $898K | Sell |
21,048
-9
| -0% | -$384 | 0.07% | 111 |
|
|
2023
Q1 | $787K | Hold |
21,057
| – | – | 0.05% | 123 |
|
|
2022
Q4 | $869K | Buy |
21,057
+1,642
| +8% | +$67.8K | 0.06% | 111 |
|
|
2022
Q3 | $781K | Sell |
19,415
-743
| -4% | -$29.9K | 0.05% | 125 |
|
|
2022
Q2 | $790K | Buy |
20,158
+1,135
| +6% | +$44.5K | 0.05% | 141 |
|
|
2022
Q1 | $922K | Buy |
19,023
+6,700
| +54% | +$325K | 0.05% | 146 |
|
|
2021
Q4 | $591K | Sell |
12,323
-1,833
| -13% | -$87.9K | 0.03% | 139 |
|
|
2021
Q3 | $657K | Hold |
14,156
| – | – | 0.03% | 136 |
|
|
2021
Q2 | $641K | Hold |
14,156
| – | – | 0.03% | 142 |
|
|
2021
Q1 | $553K | Hold |
14,156
| – | – | 0.02% | 137 |
|
|
2020
Q4 | $427K | Buy |
14,156
+874
| +7% | +$26.4K | 0.02% | 150 |
|
|
2020
Q3 | $312K | Buy |
+13,282
| New | +$312K | 0.02% | 148 |
|