Traynor Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-6,915
| Closed | -$564K | – | 382 |
|
|
2025
Q2 | $564K | Buy |
6,915
+217
| +3% | +$15.6K | 0.04% | 126 |
|
|
2025
Q1 | $481K | Buy |
6,698
+3,474
| +108% | +$261K | 0.04% | 126 |
|
|
2024
Q4 | $226K | Sell |
3,224
-486
| -13% | -$33.2K | 0.02% | 223 |
|
|
2024
Q3 | $210K | Buy |
+3,710
| New | +$210K | 0.02% | 225 |
|
|
2024
Q2 | – | Sell |
-7,626
| Closed | -$442K | – | 322 |
|
|
2024
Q1 | $442K | Sell |
7,626
-3,433
| -31% | -$180K | 0.04% | 153 |
|
|
2023
Q4 | $544K | Buy |
11,059
+2,533
| +30% | +$109K | 0.06% | 131 |
|
|
2023
Q3 | $348K | Sell |
8,526
-1,029
| -11% | -$44.4K | 0.05% | 149 |
|
|
2023
Q2 | $408K | Buy |
+9,555
| New | +$385K | 0.05% | 132 |
|
|
2022
Q3 | – | Sell |
-5,133
| Closed | -$201K | – | 196 |
|
|
2022
Q2 | $201K | Buy |
+5,133
| New | +$225K | 0.03% | 149 |
|
|
2022
Q1 | – | Sell |
-5,858
| Closed | -$281K | – | 241 |
|
|
2021
Q4 | $281K | Buy |
5,858
+80
| +1% | +$3.94K | 0.03% | 156 |
|
|
2021
Q3 | $268K | Sell |
5,778
-486
| -8% | -$22.5K | 0.04% | 153 |
|
|
2021
Q2 | $282K | Buy |
6,264
+1,032
| +20% | +$46.1K | 0.04% | 148 |
|
|
2021
Q1 | $204K | Sell |
5,232
-3,132
| -37% | -$111K | 0.03% | 160 |
|
|
2020
Q4 | $252K | Sell |
8,364
-1,497
| -15% | -$38.8K | 0.04% | 129 |
|
|
2020
Q3 | $229K | Buy |
+9,861
| New | +$243K | 0.05% | 131 |
|
|
2020
Q1 | – | Sell |
-4,867
| Closed | -$261K | – | 196 |
|
|
2019
Q4 | $261K | Buy |
+4,867
| New | +$255K | 0.07% | 137 |
|
|
2015
Q2 | – | Sell |
-5,134
| Closed | -$279K | – | 150 |
|
|
2015
Q1 | $279K | Sell |
5,134
-367
| -7% | -$19.8K | 0.27% | 85 |
|
|
2014
Q4 | $301K | Buy |
+5,501
| New | +$291K | 0.35% | 69 |
|
Other funds holding WFC
