Twin Focus Capital Partners’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 | $324K | Hold |
4,047
| – | – | 0.05% | 133 |
|
|
2025
Q1 | $291K | Hold |
4,047
| – | – | 0.05% | 131 |
|
|
2024
Q4 | $284K | Hold |
4,047
| – | – | 0.04% | 125 |
|
|
2024
Q3 | $229K | Hold |
4,047
| – | – | 0.04% | 137 |
|
|
2024
Q2 | $240K | Hold |
4,047
| – | – | 0.04% | 126 |
|
|
2024
Q1 | $235K | Buy |
+4,047
| New | +$235K | 0.04% | 131 |
|
|
2023
Q3 | – | Sell |
-8,178
| Closed | -$349K | – | 226 |
|
|
2023
Q2 | $349K | Sell |
8,178
-8,526
| -51% | -$364K | 0.07% | 144 |
|
|
2023
Q1 | $624K | Buy |
16,704
+9,048
| +118% | +$338K | 0.12% | 91 |
|
|
2022
Q4 | $316K | Sell |
7,656
-75
| -1% | -$3.1K | 0.07% | 151 |
|
|
2022
Q3 | $311K | Sell |
7,731
-25
| -0.3% | -$1.01K | 0.07% | 142 |
|
|
2022
Q2 | $304K | Sell |
7,756
-6
| -0.1% | -$235 | 0.07% | 146 |
|
|
2022
Q1 | $376K | Buy |
7,762
+173
| +2% | +$8.38K | 0.07% | 134 |
|
|
2021
Q4 | $364K | Buy |
7,589
+3,148
| +71% | +$151K | 0.07% | 141 |
|
|
2021
Q3 | $206K | Buy |
+4,441
| New | +$206K | 0.05% | 177 |
|
|
2020
Q1 | – | Sell |
-14,742
| Closed | -$793K | – | 218 |
|
|
2019
Q4 | $793K | Buy |
14,742
+9,848
| +201% | +$530K | 0.26% | 67 |
|
|
2019
Q3 | $247K | Hold |
4,894
| – | – | 0.1% | 133 |
|
|
2019
Q2 | $232K | Buy |
+4,894
| New | +$232K | 0.1% | 121 |
|