Triumph Capital 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 | $598K | Sell |
7,462
-1,450
| -16% | -$116K | 0.18% | 138 |
|
|
2025
Q1 | $640K | Buy |
8,912
+210
| +2% | +$15.1K | 0.21% | 124 |
|
|
2024
Q4 | $611K | Sell |
8,702
-321
| -4% | -$22.5K | 0.21% | 120 |
|
|
2024
Q3 | $510K | Sell |
9,023
-6
| -0.1% | -$339 | 0.18% | 134 |
|
|
2024
Q2 | $536K | Buy |
9,029
+41
| +0.5% | +$2.44K | 0.21% | 112 |
|
|
2024
Q1 | $518K | Sell |
8,988
-6,852
| -43% | -$395K | 0.21% | 112 |
|
|
2023
Q4 | $780K | Sell |
15,840
-4,085
| -21% | -$201K | 0.33% | 68 |
|
|
2023
Q3 | $814K | Sell |
19,925
-5,521
| -22% | -$226K | 0.37% | 65 |
|
|
2023
Q2 | $1.09M | Buy |
25,446
+5,133
| +25% | +$219K | 0.49% | 44 |
|
|
2023
Q1 | $759K | Sell |
20,313
-1,462
| -7% | -$54.7K | 0.39% | 49 |
|
|
2022
Q4 | $899K | Buy |
21,775
+8,023
| +58% | +$331K | 0.48% | 41 |
|
|
2022
Q3 | $553K | Sell |
13,752
-103
| -0.7% | -$4.14K | 0.3% | 78 |
|
|
2022
Q2 | $543K | Sell |
13,855
-349
| -2% | -$13.7K | 0.29% | 83 |
|
|
2022
Q1 | $688K | Sell |
14,204
-6,361
| -31% | -$308K | 0.3% | 84 |
|
|
2021
Q4 | $987K | Buy |
20,565
+1,867
| +10% | +$89.6K | 0.43% | 56 |
|
|
2021
Q3 | $868K | Buy |
18,698
+15
| +0.1% | +$696 | 0.41% | 60 |
|
|
2021
Q2 | $840K | Buy |
+18,683
| New | +$840K | 0.49% | 49 |
|