Truvestments Capital’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 | $88.9K | Sell |
1,109
-29,223
| -96% | -$2.34M | 0.02% | 309 |
|
|
2025
Q1 | $2.18M | Buy |
30,332
+29,618
| +4,148% | +$2.13M | 0.47% | 64 |
|
|
2024
Q4 | $50.2K | Buy |
714
+194
| +37% | +$13.6K | 0.01% | 369 |
|
|
2024
Q3 | $29.4K | Buy |
+520
| New | +$29.4K | 0.01% | 444 |
|
|
2024
Q2 | – | Sell |
-520
| Closed | -$30.2K | – | 686 |
|
|
2024
Q1 | $30.2K | Hold |
520
| – | – | 0.01% | 399 |
|
|
2023
Q4 | $25.6K | Sell |
520
-100
| -16% | -$4.92K | 0.01% | 404 |
|
|
2023
Q3 | $25.3K | Sell |
620
-17
| -3% | -$695 | 0.01% | 354 |
|
|
2023
Q2 | $27.2K | Buy |
637
+3
| +0.5% | +$128 | 0.01% | 348 |
|
|
2023
Q1 | $23.7K | Buy |
634
+20
| +3% | +$747 | 0.01% | 358 |
|
|
2022
Q4 | $25.3K | Sell |
614
-17
| -3% | -$702 | 0.01% | 358 |
|
|
2022
Q3 | $25K | Sell |
631
-27
| -4% | -$1.07K | 0.02% | 321 |
|
|
2022
Q2 | $26K | Buy |
+658
| New | +$26K | 0.02% | 320 |
|
|
2022
Q1 | – | Sell |
-842
| Closed | -$40K | – | 545 |
|
|
2021
Q4 | $40K | Buy |
842
+17
| +2% | +$808 | 0.02% | 289 |
|
|
2021
Q3 | $38K | Buy |
825
+52
| +7% | +$2.4K | 0.02% | 270 |
|
|
2021
Q2 | $35K | Sell |
773
-1,727
| -69% | -$78.2K | 0.02% | 277 |
|
|
2021
Q1 | $98K | Buy |
2,500
+1,789
| +252% | +$70.1K | 0.06% | 215 |
|
|
2020
Q4 | $21K | Buy |
+711
| New | +$21K | 0.01% | 359 |
|
|
2020
Q3 | – | Sell |
-637
| Closed | -$16K | – | 557 |
|
|
2020
Q2 | $16K | Buy |
637
+8
| +1% | +$201 | 0.02% | 336 |
|
|
2020
Q1 | $18K | Buy |
+629
| New | +$18K | 0.02% | 279 |
|
|
2019
Q4 | – | Sell |
-1,380
| Closed | -$70K | – | 590 |
|
|
2019
Q3 | $70K | Buy |
1,380
+136
| +11% | +$6.9K | 0.05% | 215 |
|
|
2019
Q2 | $59K | Sell |
1,244
-156
| -11% | -$7.4K | 0.04% | 257 |
|
|
2019
Q1 | $68K | Buy |
+1,400
| New | +$68K | 0.05% | 211 |
|
|
2018
Q3 | $92K | Buy |
+1,752
| New | +$92K | 0.04% | 267 |
|